Operations Associate - Security Transfer

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 is responsible for aiding in driving departmental results for the Operations Security Transfer department. This position will require data entry, compiling simple data, performing routine math calculations and collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelinesProficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staffIdentify potential problems or issues and escalate to department leadership if necessaryDevelop effective communication skills within the departmentProvide timely updates on progression of job responsibilities to leadershipDemonstrate the ability to work collaboratively within a teamProcesses, creates and enters data into the department systems for Financial AdvisorsAssists with review of accounts held on various systemsAbility to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.Strong 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 deadlinesAble to handle large workloads that vary based on heavy volume periodsAbility to work autonomously throughout the day based on performance criteria provided by leadershipMinimum Required: Bachelor's Degree or equivalent experienceMinimum Required: 0-2 years' professional business related experienceProficient in Outlook and Microsoft Office products #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: 2025-11-15