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Operations Associate - Advisory Billing

Company: Stifel
Location: Saint Louis
Posted on: January 16, 2022

Job Description:

SUMMARY The Advisory Billing Operations Associate is responsible for processing the fees associated with all fee based accounts. The Associate I interacts with branch personnel, third party managers, and Corporate Accounting regarding advisory fees as they relate to the billing process. ESSENTIAL DUTIES AND RESPONSIBILITIES Create and assign fee schedules to accounts based on client agreements Process multiple daily, weekly, and quarterly exception reports Notify third party managers regarding contributions and withdrawals Cross-train on department functions of all processes to assist with training new associates and veterans on Advisory Billing procedures QUALIFICATIONS Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department. Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines. Able to handle large workload that varies based on projects and heavy volume periods. EDUCATION AND/OR EXPERIENCE Minimum Required: High School Diploma or equivalent Minimum Required: 0-2 years professional business related experience SYSTEMS AND TECHNOLOGY Proficient in Outlook and Microsoft Office products 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-CC1 - 23

Keywords: Stifel, St. Louis , Operations Associate - Advisory Billing, Accounting, Auditing , Saint Louis, Missouri

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