Trust Operations Associate

About the role

Stifel strives for a culture that puts its clients and associates first, fostering a sense of belonging, welcome, and contribution to client success, career growth, and firm success.

Responsibilities

• Coordinate and track corporate action elections.
• Maintain DDA accounts for incoming and outgoing activity.
• Complete daily bank deposit/sweep reconciliation and wire processing.
• Ensure transactions are processed 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.
• Add financial advisor access to the online system.
• Scan, image, and index documents into document retention software.
• Perform additional duties and special projects as assigned.

Requirements

• Proficient in Microsoft Outlook and Microsoft Office Suite, particularly Excel.
• The ability to create and maintain spreadsheets.
• Effective communication skills (written and verbal), including telephone and office etiquette.
• Time management and prioritization skills.
• Problem-solving skills, both traditional and creative.

Qualifications

• High School Diploma or equivalent work experience.
• Minimum of 1+ years of related experience in financial services.
• No licenses or credentials required.
• Proficiency in Microsoft Excel, Word, and Outlook.

Benefits

At Stifel, employees benefit from a comprehensive benefits package including health, dental, and vision care, a 401(k), wellness initiatives, life insurance, and paid time off. Stifel is committed to equal opportunity employment and offers an entrepreneurial environment and a diverse workforce.