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Senior Payroll Technician
Stifel - Saint Louis, MO
The Sr Payroll Technician plays a crucial role in ensuring employees are paid accurately and on time. This position is responsible for managing all payroll functions, from calculating employee paychecks and withholding taxes to maintaining accurate payroll records. As a mentor to the Payroll Technician, the Sr Payroll Technician also conducts research on variances and complex payroll issues,...
Client Service Associate - NR
Stifel - Radford, VA
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 approvals for FA(s) communications and advertisements, provides overall customer serv...
Client Reporting Services Specialist
Stifel - Saint Louis, MO
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate...
Mortgage Quality Control Auditor
Stifel - Saint Louis, MO
Under general supervision, audit mortgage files and procedures for completeness, accuracy and compliance to company guidelines and policies. Detect and mitigate quality issues. Under general supervision, auddit mortgage files and procedures for completeness, accuracy and compliance to investor's company guidelines and policies. Detect and mitigate quality issues. What We're L...
Vice President/ Senior Vice President, Venture Lending and Banking
Stifel - New York, NY
As a Vice President (VP)/ S enior Vice President (SVP) on Stifel's Venture Banking team, you'll play a key role in growing and managing relationships with early- and growth-stage companies. You'll be responsible for building a robust pipeline, developing new client relationships, and guiding opportunities through the entire business development lifecycle — fr...
Sr Developer
Stifel - Saint Louis, MO
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Client Service Associate - NR
Stifel - Tampa, FL
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 approvals for FA(s) communications and advertisements, p...
Client Service Associate - NR
Stifel - Auburn, CA
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 approvals for FA(s) communications and advertisements, p...
Personal Trust Associate
Stifel - Saint Louis, MO
The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions...
Trade Review Associate- Annuity
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating an annuity transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associate assi...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Client Service Associate - NR
Stifel - San Luis Obispo, CA
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 approvals for FA(s) communications and advertisements, p...
Treasury Management Operations Specialist
Stifel - Saint Louis, MO
The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. What We're Looking For Onboard new Treasury Management Customers and provide sup...
Senior Personal Trust Officer
Stifel - Baltimore, MD
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
Operations Associate - Settlements
Stifel - Saint Louis, MO
The Operations Associate is responsible for settling institutional trades for the Fixed Income Settlements team. This position will require attention to detail, ability to learn new systems, follow established procedures, and collaborate with team members to execute departmental objectives under direct supervision. The position is entry level and will be on-site at our headquarters in downto...
