Stifel Financial Corp. · 19 hours ago
Trade Support Operations Associate II
US-MO-Saint Louis
Full-time
Onsite
Entry, Mid Level
2+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Trade Support Operations Associate II is responsible for supporting the balancing and resolving of fixed income transactions while collaborating with team members and Trading Desks to ensure high-quality service.
BankingFinanceFinancial Services
Responsibilities
Accurately provides phone support with excellent customer service while adhering to departmental procedures and guidelines
Identifies potential problems or issues that fall outside standard procedures and provides leadership with ways to improve operational efficiency
Develop effective communication skills within the department Stifel Branch Personnel and key stakeholders
Provides timely updates on the progression of job responsibilities to leadership
Demonstrates the ability to work collaboratively within a team and with other areas in the firm
Manages higher level and sensitive information with the ability to record caller interactions
Provides the highest quality of customer service through written and verbal communication
Maintains a positive, empathetic, and professional attitude toward callers and always promotes team collaboration
Assists with transitioning Financial Advisors to the firm, which includes processing client mailings, training, and answering questions regarding the onboarding process
Ability to reconcile all fixed-income trades and resolve complex comparison problems
Assists with MBS allocations and pair-offs along with trade assignments
Monitors and manages all the CMOs by tracking and releasing the queue to TRACE in Bloomberg and BETA
Understand regulatory trade reporting for TRACE & MSRB to make corrections, etc
Assists with testing various F.I. systems and upgrades
Provides intermediate support related to industry-related questions, branch procedures, and research branch inquiries while acting as the company gatekeeper for Stifel information
Strong organizational skills with the ability to follow up on open tasks, multitask, prioritize, and manage time effectively
Ability to utilize sound judgment and personal business experience to assist with more complex issues with the ability to disseminate relevant information to leadership and other support areas
Sound understanding of Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches
Ability to assist with testing applications and upgrades as they become available
Working knowledge of financial services applications, systems (Bloomberg, DTCC), terminology, procedures, and ability to adapt to these changes
Ability to assist in training both new and existing associates on departmental processes
Able to review, determine, and correct the causes of high-level and advanced inquiries, issues, and errors
Understands and complies with regulatory trade reporting requirements such as TRACE and MSRB
Qualification
Required
High School Diploma with equivalent work experience
2-4 years of professional business-related experience
Microsoft Outlook and Microsoft Office Suite, especially Word and Excel
Preferred
Bachelor's Degree
Thomson One, BETA, and Salesforce knowledge is beneficial
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