Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Books in checks, issues receipts and scans items to bank daily.
Books in securities, issues receipts and balances daily.
Issues drafts and delivers securities to customers daily.
Prepares and transmits transfer documents.
Accurately processes order tickets and follows up where necessary.
Reconciles filled or unfilled orders and confirms.
Processes changes to accounts.
Assists customers with general inquiries. Refers complex questions.
High school diploma required;
Some college preferred.
1-2 years general business experience required
1-2 years Securities Industry experience preferred.
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.