Operations Associate
| Company | Stifel |
|---|---|
| Location | San Francisco, CA, USA |
| Salary | $46700 – $62200 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
- Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
- Identify potential problems or issues and escalate to department leadership if necessary
- Develop effective communication skills within the department
- Provide timely updates on progression of job responsibilities to leadership
- Demonstrate the ability to work collaboratively within a team
- Ability 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 firm
- Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
- Able to handle large workloads that vary based on heavy volume periods
- Ability to work autonomously throughout the day based on performance criteria provided by leadership
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- Minimum Required: Bachelor’s Degree or equivalent experience
- Minimum Required: 0-2 years’ professional business related experience
- Minimum Required: None
- Proficient in Outlook and Microsoft Office products