Operations Capital Markets Specialist II

About the role

Why 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.

Responsibilities

• Accurately codes account numbers and commission charges on trades assisting with processing trade allocations via the Fidessa Trading System with DTCC and CTM Interfaces.
• Provides support to Traders and Sales associates.
• Supports Institutional clients.
• Resolves basic Trade breaks.
• Balances inventory positions for Trading areas.
• Opens Institutional client accounts.
• Proficiently provides support related to order entry or billing questions, understands procedures, and is able to research trading inquiries while acting as the company gatekeeper for Stifel information.
• Assists with Cancel & Rebills and other trade-related corrections.
• Performs other related duties as assigned.

Requirements

• Effective communication skills and ability to relay information well in both written and verbal form.
• Able to manage priorities, deadlines, and tasks to meet and accomplish goals.
• Solid and reliable mathematical skills with the ability to analyze and use logic and reasoning to identify complex problems.
• The ability to review related information, develop options, and implement solutions.
• Good interpersonal interaction and ability to work well with others.
• Strong administrative and clerical procedures, systems, and other standard office procedures and terminology.

Qualifications

• Minimum Required: Bachelor's Degree in a related field or a combination of education and work experience.
• Minimum Required: 4+ years of investment brokerage industry experience.
• Minimum Required: FINRA Series 7 and 63 licenses or obtain within twelve months from start date.

Skills

• Proficient in Microsoft Outlook and Microsoft Office Suite.
• Understanding of Fidessa Trading System, Omgeo products (Alert, CTM), and Thomson/Beta systems.

Pay

Salary: USD $73,000.00/Yr. - USD $96,000.00/Yr.

Schedule

N/A