Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
The Operations Associate is responsible for aiding in driving departmental results for the Operations IRA and Qualified Plans department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Job details are sourced from the employer's original posting.
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Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company’s customers include individuals, corporations, municipalities, and institutions. Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.