Operations Associate II - IRA & Qualified Plans

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel,where success meets success.The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision.Accurately process/performs department specific while adhering to departmental procedures and guidelines provided by leadershipProficient processing/performance department specific as well as additional higher level tasks for the departmentIdentify potential problems or issues that fall outside of standard procedures and provide leadership with ways to improve operational efficiencyDemonstrate effective communication skills within the department and to key stakeholdersProvide timely updates on progression of job responsibilities to leadershipDemonstrate the ability to work collaboratively both within a team and outside of the departmentAssist in the advancement of both departmental and firm wide initiatives when neededStrong attention to detail skills to minimize risk to the firmInitiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlinesAbility to utilize sound judgment in order to assist with more complex issues with the ability to disseminate relevant information to leadershipAble to handle large workloads that vary based on heavy volume periodsAbility to work autonomously throughout the day based on performance criteria provided by leadershipAbility to assist in training both new and existing associates on departmental processes regarding the advisory account services processesMinimum Required: Bachelor�s Degree or equivalent combination of experience and educationMinimum Required: 2+years� professional business related experienceProficient in Microsoft Office Suite including Outlook, Word, and Excel #LI-AS1Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.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.Stifel is an Equal Opportunity Employer.

Created: 2025-10-04