Description
SUMMARY
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
- Trains additional support staff on daily work assignments.
- Performs operational or administrative functions for client related requests.
- Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
- Books in cash/checks, issues receipts and accurately balances daily.
- Books in securities, issues receipts and accurately balances daily.
- Assists in the opening of customer accounts and processes changes.
QUALIFICATIONS
- High School diploma or equivalent required.
- 2-3 years of Financial/Securities industry experience required.
- Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- General understanding of the securities regulations.
- Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.
ABOUT STIFEL
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you.
Stifel is an Equal Opportunity Employer.
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