What are the responsibilities and job description for the Operations Associate-Addepar Performance position at Stifel?
Why Stifel
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
In this role, you’ll gain hands-on experience supporting the data and reporting Financial Advisors use to understand client investment performance. You’ll learn how account activity, cash flows, valuations, and investment data come together to produce accurate performance reporting.
You’ll use Addepar and other internal systems to review information, research discrepancies, and reconcile activity that affects performance. You’ll work with Financial Advisors, branch associates, and internal teams to research and resolve issues. We’re looking for someone who is curious, detail-oriented, comfortable working with data, and eager to learn. As your knowledge grows, you’ll take on increasingly complex performance and reporting responsibilities.
What We're Looking For
- Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
- Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
- Identify potential problems or issues and escalate to department leadership if necessary
- Develop effective communication skills within the department
- Provide timely updates on progression of job responsibilities to leadership
- Demonstrate the ability to work collaboratively within a team
- Conduct support phone calls with field branches
- Interact via email with users of performance reporting systems
- Conduct project work to enhance reporting system capabilities
What You'll Bring
- Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department
- Strong attention to detail skills to minimize risk to the firm
- Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
- Able to handle large workloads that vary based on heavy volume periods
- Ability to work autonomously throughout the day based on performance criteria provided by leadership
- Ability to use spreadsheets to import data
Education & Experience
- Minimum Required: High School Diploma or equivalent
- Preferred: Bachelor's Degree
- Minimum Required: 0-2 years' professional business related experience
Systems & Technology
- Proficient in Outlook and Microsoft Office products #LI-AS1
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. 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.