What are the responsibilities and job description for the Operations Associate II - Fixed Income Settlements position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
This is an entry level backoffice Operations position.
The Operations Associate II - Fixed Income Settlements performs departmental duties and ensures accuracy in processing assets received from and/or delivered to the Depository Trust Company (DTC) or the Federal Reserve System (FED) participants/custodians. The Operations Associate II - Fixed Income Settlements has a good working knowledge of the department's duties, functions, and regulatory requirements.
What We're Looking For
- Proficiently process securities' transactions in accordance with policy and procedures.
- Process receive and deliver transactions, giving special attention where required by monitoring for accuracy and timeliness, and delivering only when appropriate.
- Assist in advanced researching, reporting, and taking action on trade settlement issues.
- Enter information for new issues' DTC eligibility and collaborate with others on closing.
- Cross-train and assist, or learn additional tasks or desks, to ensure the work of the team is accomplished daily.
- Assist with bookkeeping functions or other office functions, as instructed.
- Perform administrative departmental duties to include (but not limited to) communication with internal and external Stifel contacts; compiles, scans/copies, and files records of business activities; and reviews/researches to obtain information for requests.
What You'll Bring
- Exceptional organization and time management skills.
- Ability to recognize events and re-prioritize duties given situational changes or updates.
- Ability to meet all assigned deadlines (daily or other).
- Excellent and effective communication and administrative skills.
Education & Experience
- Minimum Required: Bachelor's Degree or equivalent combination of experience and education.
- Minimum Required: 2 years related experience.
Systems & Technology
- Proficient in Microsoft Office Suite including Outlook, Word, and Excel #LI-AS1
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
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.
