Posted on: May 28, 2023
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.
errors, and violation of industry regulation or Firm policy. Qualifications
conclusions or approaches to practical problem solving Education and Experience
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
here to apply!