Summary 

Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts.

Essential Duties and Responsibilities

• Book in cash/checks, issue receipts and accurately scan items to bank daily.
• Book in securities, issue receipts and accurately balance daily.
• Issue drafts and deliver securities to customers daily.
• Prepare and transmit transfer documents.
• Accurately process order tickets and follow up where necessary.
• Reconcile filled or unfilled orders and confirm.
• Open new accounts on the computer for the brokers.
• Assist customers with inquiries.
• Act as Liaison to local transfer agents when appropriate.
• May assume other various clerical duties (i.e., typing, filing, and record-retention) as time permits.

Qualifications 

• Basic understanding of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• General knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.

Education and Experience 

• Minimum Required: 1 to 2 years industry related/wire or cashiering experience
• Minimum Required: High School Diploma or equivalent

Systems and Technology 

• Experience with BETA terminal
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Salary:

44,900-49,900

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit our Stifel Benefits website.

About Stifel 

Stifel is a 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.