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Company

Original Job Post

Stifel Financial Corp. · 2 days ago

Operations Associate-Advisory Billing

St Louis, MO

Full-time

Onsite

Entry Level

1+ years exp

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Responsibilities

Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines.

Proficiently process, create, and enter data into systems to be utilized by Financial Advisors and branch staff.

Identify potential problems or issues and escalate to department leadership if necessary.

Develop effective communication skills within the department.

Provide timely updates on progression of job responsibilities to leadership.

Demonstrate the ability to work collaboratively within a team.

Create and assign fee schedules to accounts based on client agreements.

Respond to branch inquiries via email and phone regarding fees and rebates in advisory accounts.

Notify third party money managers of fund withdrawal requests.

Qualification

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Industry regulationsRisk managementWorkload managementDeadline managementProfessional experienceOutlookMicrosoft OfficeAttention to detailInitiativeSelf-directionOrganizePrioritize

Required

Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.

Strong attention to detail skills to minimize risk to the firm.

Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines.

Able to handle large workloads that vary based on heavy volume periods.

Ability to work autonomously throughout the day based on performance criteria provided by leadership.

Minimum Required: High School Diploma or equivalent.

Minimum Required: 1+ years’ professional business related experience.

Proficient in Outlook and Microsoft Office products.

Preferred

Preferred: Bachelor’s degree or relevant career experience.

Benefits

Health Insurance

Dental Insurance

Vision Care

401k

Wellness Initiatives

Life Insurance

Paid Time Off

Company

Stifel Financial Corp.

Glassdoor

3.5

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.

Founded in 1890

St Louis, Missouri, USA

5,001-10,000 employees

http://www.stifel.com

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

Trends of Total Sponsorships

2023 (6)

2022 (3)

2021 (9)

2020 (4)