Trade Support Operations Associate

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.

What You'll Be Doing

• Drives departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets.
• Collaborates among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under direct supervision while following established procedures.
• Accurately provides phone support with a high level of service while adhering to departmental procedures and guidelines.
• Supports related to industry-related questions, branch procedures, and research branch inquiries while acting as the company gatekeeper for Stifel information.
• Identifies potential problems or issues and escalates to department leadership if necessary.
• Provides timely updates on the progression of job responsibilities to leadership.
• Demonstrates the ability to work collaboratively within a team and with other areas in the firm.
• Provides the highest quality of service through written and verbal communications while maintaining a positive, empathetic, and professional attitude.
• Daily reconciliation of various fixed-income transactions, including, but not limited to, municipal and corporate bonds, treasuries, agencies, and emerging market bonds.
• Identifies trade exceptions and resolves breaks with trading desks and other broker/dealers' back offices on a timely basis before the settlement date.
• Learns and assists with Cancels and rebills and other trade-related corrections.
• Bills trades manually as instructed by money managers or as required because of automated trade reject.
• Accurately submits comparisons on open trade items by validating correct monies and other terms of the negotiated transaction.

What We're Looking For

• Strong organizational skills with the ability to follow up on open tasks, multitask, prioritize, and manage time effectively.
• Strong communication skills, including phone contact handling and active listening.
• Ability to learn Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches.
• Solid understanding of Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's Trading Desks.
• Ability to assist with testing applications and upgrades as they become available.

Education & Experience

• Minimum Required: High School Diploma with equivalent work experience preferred or Bachelor's Degree.
• Minimum Required: 0-2 years of professional business-related experience.

Systems & Technology

• Microsoft Outlook and Microsoft Office Suite, especially Word and Excel.
• Thomson One, BETA, and Salesforce knowledge is beneficial.