Trust Operations Associate

What You'll Be Doing

• Coordinate and track corporate action elections.
• Monitor DDA account for incoming and outgoing activity.
• Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
• Ensure transactions are processed adequately according to policies and procedures.
• Process a variety of cash transactions, including receipts and disbursements.
• Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls.
• Interact with outsourcing partners to follow up on requests and resolve any issues.
• Distribute daily reports.
• Set up and maintain financial advisor access to the online system.
• Scan, image, and index documents into document retention software.
• Additional duties and special projects as assigned.

What You'll Bring

• Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
• Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
• Managing one's own time and priorities to ensure the meeting of deadlines.
• Skilled at finding and using traditional and creative methods of solving the problem.

Education & Experience

• Minimum Required: High School Diploma or equivalent work experience.
• Minimum Required: 1+ years of related experience in financial services.

Systems & Technology

• Proficient in Microsoft Excel, Word, and Outlook.

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.