Operations Coordinator

Stifel Financial Corp

Fresno, CA, US
Base: usd $42,800.00pyr - usd $57,000.00pyr; bonus...
Onsite
Daily cashiering functions for branch
Process margin notifications and resolutions
Handle account transfer requests
Stifel Financial Corp is seeking an Operations Coordinator for its Fresno, CA branch, focusing on daily cashiering and operational functions. The ideal candidate should possess administrative experience and a basic understanding of the financial services industry, with proficiency in Microsoft Office tools

Job Summary

  • The Operations Coordinator performs daily cashiering and operational functions for the branch office while liaising between the branch and home office.
  • Stifel strives for a culture that puts clients and associates first where everyone belongs, is welcome, and contributes to success.
  • The role includes providing overflow support to Financial Advisors for opening accounts, processing investment documentation, and maintaining client information.

Matching Summary

Match Score: 75

Stifel Financial Corp is seeking an Operations Coordinator for its Fresno, CA branch, focusing on daily cashiering and operational functions. The ideal candidate should possess administrative experience and a basic understanding of the financial services industry, with proficiency in Microsoft Office tools.

Salary

Base: USD $42,800.00/Yr - USD $57,000.00/Yr; Bonus/Equity: Discretionary bonuses available; Benefits: Health/dental/vision, 401k, paid time off, tuition assistance

Skills & Requirements

Must-have

  • Daily cashiering functions for branch
  • Process margin notifications and resolutions
  • Handle account transfer requests
  • Maintain accurate account and trade records
  • Identify suspicious activity and compliance violations

Nice-to-have

  • Collaborate with diverse team members
  • Organize large amounts of information
  • Prioritize workload to meet deadlines
  • Basic understanding of financial services industry
  • Logic and reasoning for problem solving

Key Requirements

  • High School Diploma or equivalent experience
  • 1+ years of Administrative experience
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Work Rights

Not specified

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