Private Client Group Operations Coordinator - Non-Registered

Why Stifel 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 . What You'll Be Doing We are looking for a high-velocity Operations Coordinator to serve as the backbone of our financial services team. You won't just be managing workflows; you'll be the architect of our daily efficiency, ensuring airtight compliance, and bridging the gap between our front-office ambitions and back-office precision. If you thrive in a fast-paced environment where every detail matters and every second counts, we want to talk. What We're Looking For Performs operational or administrative functions for client related requests. Books in cash/checks, issues receipts and accurately balances daily. Books in securities, issues receipts and accurately balances daily. Assists in the opening of customer accounts and processes changes. What You'll Bring Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology is preferred. General understanding of the securities regulations is preferred. Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

Education & Experience Minimum Required:

High School diploma or equivalent

Minimum Preferred:

2+ years of Financial/Securities industry experience Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

Compensation Range Salary:

USD $45,000.00/Yr. - USD $54,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel Stifel 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.