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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

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