Summary

The Temp Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.

Essential Duties and Responsibilities

• Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures.
• Processes, creates and enters data into the department systems.
• Reconciles data from systems or from account statements.
• Assists with review of accounts held on various systems.

Qualifications

• Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department.
• Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines.
• Able to handle large workload that varies based on projects and heavy volume periods.

Education and Experience

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 0-2 years professional business related experience

Systems and Technology

• Proficient in Outlook and Microsoft Office products.

Stifel is a 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 – and 26 years of continual growth – 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.