Stifel Financial Corp. · 2 months ago
Trust Operations Associate
US-DE-Greenville
Full-time
Onsite
Entry Level
1+ years expStifel Financial Corp. is a global wealth management and investment banking firm with over 130 years of experience. The Trust Operations Associate will process a variety of transactions, work with outsourcing partners, and ensure compliance with policies and procedures.
BankingFinanceFinancial Services
Responsibilities
Coordinate and track corporate action elections
Monitoring DDA account for incoming and outgoing activity
Complete Daily Bank Deposit/Sweep reconciliation and wire processing
Ensure transactions are processed adequately according to policies and procedures
Process a variety of cash transactions, including receipts and disbursements
Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues
Distribute daily reports
Set up and maintain financial advisor access to the online system
Scan, image, and index documents into document retention software
Additional duties and special projects as assigned
Qualification
Required
High School Diploma or equivalent work experience
1+ years of related experience in financial services
Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel
The ability to create and maintain spreadsheets is required
Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information
Managing one's own time and priorities to ensure the meeting of deadlines
Skilled at finding and using traditional and creative methods of solving the problem
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase