Operations Associate - Advisory Billing
Company: Stifel Financial Corp.
Posted on: September 13, 2022
The Operations Associate handles a variety of functions related to
how fees are applied to advisory accounts as well as answering
questions related to the calculation of these fees. The Associate
is responsible for completing account maintenance requests from the
branch as well as other areas of the firm, and is also responsible
for processing payments to third party money managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Create and assign fee schedules to accounts based on client
Process multiple daily, weekly, and quarterly exception reports
Notify third party managers regarding contributions and
Enter fee information, updates, and run entries to client
Process payments to third-party money managers quarterly, or as
Respond to branch inquiries via email and phone regarding fees and
rebates in advisory accounts
Strong mathematical skills with a keen attention to detail.
Ability to resolve difficult situations using proven problem
solving skills, sound judgment and reasoning in order to provide
Strong organizational, time management and prioritization skills to
effectively handle multiple demands while meeting deadlines.
Ability to interpret and apply industry rules and regulations.
EDUCATION AND/OR EXPERIENCE
Minimum Required: High School Diploma or equivalent
Minimum Required: 0-2 years professional business related
SYSTEMS AND TECHNOLOGY
Proficient in Outlook and Microsoft Office products
Established in 1890, Stifel is one of the nation's leading
full-service wealth management and investment banking firms. Stifel
serves clients from more than 400 offices across the United States
and ranks as the nation's seventh largest full-service investment
firm in terms of number of financial advisors. We are also a
leading provider of investment banking services to the middle
market, a top-ten municipal bond underwriter, and home to one of
the industry's largest research franchises. In addition our Stifel
Bank subsidiary provides a comprehensive range of banking
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 Financial Corp., Southaven , Operations Associate - Advisory Billing, Accounting, Auditing , Southaven, Mississippi
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