Operations Coordinator
Company: Stifel
Location: Atlanta
Posted on: May 28, 2023
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Job Description:
Summary
The Operations Coordinator performs the daily cashiering and
operational functions for the branch office. The Coordinator is
also responsible for liaising between the branch and home office on
operational matters as well as providing overflow support to other
branch associates.
Essential Duties and Responsibilities
securities, outgoing wires and checks.
corporate reorganization (reorg) selections, and handling account
transfer requests.
the impact to branch personnel.
opening client accounts, preparing and processing investment
documentation, facilitating outgoing
check requests and other disbursements, and maintaining current
client information.
industry regulation.
errors, and violation of industry regulation or Firm policy.
Qualifications
conclusions or approaches to practical problem solving Education
and Experience
About Stifel
Stifel is a 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.
Keywords: Stifel, Atlanta , Operations Coordinator, Other , Atlanta, Georgia
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