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DATA GOVERNANCE AND REPORTING ANALYST

Stifel - St. Louis, MO

JOB SUMMARY The Data Governance and Reporting Analyst will deploy, audit, and enforce policies and procedures to ensure data is used and maintained properly by managing the availability, usability, integrity, and security of employee data. This position is responsible for managing the HR Department's compliance with our Firm's Record Retention Program. This position wi...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Traverse City, MI

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...

SENIOR COMPENSATION ANALYST

Stifel - St. Louis, MO

JOB SUMMARY The Senior Compensation Analyst assists with collecting data, evaluating/analyzing, costing, designing, implementing, and administering all compensation programs. Develops documentation for compensation processes and procedures. Creates and updates job descriptions and evaluates jobs. Performs market research, analyzes data, and makes recommendations as to ...

ADMINISTRATIVE ASSISTANT I - PART TIME

Stifel - PA

SUMMARY The Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities. This position will be 20 hours per week. ESSENTIAL DUTIES AND RESPONSIBILITIE...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Boston, MA

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

Stifel - Idaho Falls, ID

JOB SUMMARY Under immediate supervision, Client Services Associate (NR) 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, obtaining approval...

PORTFOLIO SOLUTIONS SENIOR SPECIALIST

Stifel - St. Louis, MO

SUMMARY The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and other recommendations to Financial Advisors serving high net worth and institutional clients. The Senior Portfolio Specialist handles complex client situations with strong presentation and communication skills and is well versed in the fundamentals of portfolio ...

SECURITIES BASED ANALYST I

Stifel - St. Louis, MO

SUMMARY The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Serve as primary contact and ongoing resource either via phone or in person for loan referrals and clients. Promote s...

OPERATIONS ASSOCIATE- FIXED INCOME SETTLEMENTS

Stifel - St. Louis, MO

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; answering telephones, contacting counterparties, settling fixed income transactions (vs payment) as instructed, bookkeeping functions to include performing routine math calculations and reconciliations, and compiling data. Ve...

MORTGAGE QUALITY CONTROL AUDITOR

Stifel - St. Louis, MO

SUMMARY Under general supervision, audit mortgage files and procedures for completeness, accuracy and compliance to company guidelines and policies. Detect and mitigate quality issues. ESSENTIAL DUTIES AND RESPONSIBILITIES Review approved and closed conventional, FHA, VA and portfolio mortgages for acceptable origina...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - South Bend, IN

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- CLIENT SERVICES HELP DESK

Stifel - St. Louis, MO

SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with tea...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Portage, MI

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;...

ADMINISTRATIVE ASSISTANT

Stifel - Tel Aviv-Yafo, Tel Aviv District, Israel

SUMMARY The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions in the Department. Supports multiple senior level employees of the Department and/or a group head. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities. This position is located at...

ACCOUNTING ASSOCIATE I

Stifel - St. Louis, MO

SUMMARY The Accounting Associate I prepares and enters accounts payable and/or commissions data into the accounting system and prepares payments to employees and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES • Operates within corporate accounting processes for accounts payable or commissions. • Prepares and codes corporate financial rec...