Description
Summary
The Treasury Associate performs a variety of Treasury clerical duties. This position requires general knowledge of office management systems and procedures. Clerical duties will be assigned in accordance with the office procedures of the department and may include researching and resolving discrepancies, reconciling accounts, answering telephones, bookkeeping functions, and office machine operation.
Essential Duties and Responsibilities
•Deposit checks received at home office to bank accounts and customer accounts using check processing software.
•Classifies, computes, and records financial information.
•Process requests for stop payments and voiding of checks.
•Assist branch cashier associates with check deposits and check issuance questions.
•Enter and/or approve outgoing wires.
•Process incoming bank wires.
•Process returned checks, ACH, and/or wires.
Qualifications
•General knowledge of accounting principles and practices
•Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
•Knowledge of principles and processes for providing customer and personal services
•General understanding of rules/regulations and Stifel policies that pertain to the department
Education and Experience
•Minimum Required: Associate's degree or equivalent college coursework, or 2 years' experience in securities or banking operations
•Minimum Required: 2-4 years' related experience
Systems and Technology
•Proficient in Microsoft Excel, Word, Outlook
•Proficient with Web Applications
About Stifel
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 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.
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.
Stifel is an Equal Opportunity Employer.
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