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Operations Associate - Order Room

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

Job Description:

SUMMARYEnter all types of orders including stocks, bonds and options for various branches at Stifel and money managers with an emphasis on accuracy and speed to ensure timely market executions. Manually bill trades for allocations and step outs, ability to navigate in the firm's back office system (BETA) along with other order management systems (OMSs) and ancillary systems such as DTCC. Reconcile and balance equity ex-clearing and unit investment trust (UIT) transactions.ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Ability to take equity and option orders over the phone and promptly enter them accurately and quickly in BETA system.
  • Process allocations for block trades and validating that the facilitation inventories remain flat with no positions and/or money balances.
  • Learn and assist with Cancel & Rebills and other trade related corrections.
  • Daily reconciliation of equity ex-clearing and UIT trades; identify trade exceptions and resolve them before the market opens.QUALIFICATIONS
    • Must be able to work on the trading floor - loud and sometimes distracting environment - with the ability to concentrate while entering orders.
    • Must be able to multitask and prioritize work or trade problems.EDUCATION AND EXPERIENCE
      • High School Diploma or equivalent, Associates degree preferred.
      • 1+ years' professional business related experience.LICENSES AND CREDENTIALS
        • Minimum Required: NoneSYSTEMS AND TECHNOLOGY
          • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Keywords: Stifel Financial Corp., St. Louis , Operations Associate - Order Room, Other , Saint Louis, Missouri

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