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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