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Operations Associate - IRA and Qualified Plans

Stifel - St. Louis, MO

SUMMARY The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology.

Compliance Manager

Stifel - St. Louis, MO

SUMMARY The AML Fraud Manager will oversee daily activities to ensure requirements of department are fulfilled, as required by Firm policies or regulatory rules. The Manager is responsible for the training, and mentoring of the department associates and their work for completion of assigned duties. The AML Fraud Manager oversee internal procedures, special projects and...

Senior Accountant - Tax

Stifel - St. Louis, MO

SUMMARY The Senior Accountant-Tax assists with the quarterly and annual tax provision as well as financial reporting where necessary. In addition to the income tax provision, the Senior Accountant-Tax handles preparation and/or first level review of the domestic income tax returns, including Form 5471s and 8858s and state income tax returns as needed ESSENTI...

CLIENT SERVICE ASSOCIATE

Stifel - St Marys, PA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

Client Service Associate-Non-Registered- Part-time

Stifel - Jefferson City, MO

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

Public Finance Analyst

Stifel - Cleveland, OH

POSITION SUMMARY Supporting our Denver and Salt Lake City offices, this Analyst will provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts will be expected to work outside normal business. A strong...

Operations Associate - Cost Basis Reporting

Stifel - St. Louis, MO

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.

IT Service Management Manager

Stifel - St. Louis, MO

Summary The IT Service Management Manager manages a team of professionals and various ITSM products and integrations. They provide IT/IS and business customers with effective and efficient ITSM practices, processes, and controls designed to deliver high quality IT products and services. Essential Duties and Responsibilities

CLIENT SERVICE ASSOCIATE

Stifel - Rocky Mount, NC

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

Operations Associate - Tax Reporting

Stifel - St. Louis, MO

SUMMARY The Tax Reporting Associate assists in performing a variety of entries and processing paperwork around Domestic and Foreign Tax Reporting. This includes working exception reports to correct error, IRS Federal and State filings as well as issuing Tax Documents for Stifel clients. ESSENTIAL DUTIES AND RESPONSIBILITIES

Client Service Associate - Registered

Stifel - Bourbonnais, IL

POSITION SUMMARY Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtain...

CASHIER/WIRE OPERATOR I

Stifel - Paso Robles, CA

SUMMARY Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Books in checks, issues receipts and scans items to bank daily. Books in securities, issues...

CLIENT SERVICE ASSOCIATE

Stifel - Melbourne, FL

POSITION SUMMARY The Client Services Associate provides administrative and technical support. This includes but is not limited to opening and maintenance of client accounts and records; performing a wide variety of administrative support duties, including but not limited to, data entry, filing, meeting preparation, answering the phone, scheduling meetings; providing o...

Operations Manager - Capital Markets

Stifel - St. Louis, MO

SUMMARY The Operations Manager is responsible for the day-to-day management of workloads, associate development, performance management, personnel issues and additions/reductions in staff. ESSENTIAL DUTIES AND RESPONSIBILITIES Resolves complex questions or problems o...

Research Associate I - Transportation- Trucking, Logistics, Defense & Gov't Services

Stifel - New York, NY

POSITION SUMMARY Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, ...