Operations Associate - Global Settlements

Company: Stifel Financial Corp.
Location: Saint Louis
Posted on: March 20, 2023

Job Description:

SUMMARYThe Operations Associate performs data entry, math calculations and compiles data. Verifies and communicates discrepancies in the workflow and works under direct supervision and follows established procedures.ESSENTIAL DUTIES & RESPONSIBILITIES

• Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures.
• Communicates with branch personnel and counterparties via telephone and email.
• Compiles, copies, sorts, and files records of office activities, and business transactions. Processes, creates, and enters data into the department systems for internal/external reporting.
• Adds historical performance data upon request.
• Reconciles data from various systems or from account statements.
• Assists with review of transactions and accounts held on various systems.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.
  • Time management, attention to detail, and customer service skills needed.EDUCATION & EXPERIENCE
    • High School Diploma or equivalent required.
    • 1+ years' professional business related experience preferred.LICENSES & CREDENTIALS
      • Minimum Required - NoneSYSTEMS & TECHNOLOGY
        • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Keywords: Stifel Financial Corp., St. Louis , Operations Associate - Global Settlements, Other , Saint Louis, Missouri