Operations Coordinator

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. #LI-AS1 Stifel is committed to providing equal employment opportunities (EEO) to all associates, applicants for employment, and individuals providing services in the workplace without regard to actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation, child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention to become pregnant and related medical condition), sexual and reproductive health decisions, sexual orientation, gender identity and gender expression (including transgender individuals who are transitioning, have transitions, or are perceived to be transitioning to the gender with which they identify), national origin, ancestry, age, disability, weight, genetic information, marital status, citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a mailing address that is a shelter or social services provider), status as a covered veteran or any other protected criteria in accordance with applicable federal, state and local laws. Stifel complies with applicable state and local laws governing non-discrimination in employment applicable to each location in which the Firm operates. Stifel strictly prohibits any form of unlawful discrimination. Equal opportunity extends to all aspects of the employment relationship, including hiring, transfers, promotions, training, termination, working conditions, compensation, benefits, and other terms and conditions of employment