Operations Associate-document Control

Stifel Financial Corp

Saint Louis, MO, US
Hybrid
Strong organizational skills
Ability to multitask effectively
High-level customer service skills
Stifel Financial Corp is seeking an Operations Associate for Document Control in Saint Louis, MO. The role involves reviewing account documents, ensuring compliance with procedures, and delivering high-quality customer service

Job Summary

  • The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm.
  • This position requires collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service.
  • Stifel offers a comprehensive benefits package including health, dental, vision care, 401k, wellness initiatives, life insurance, and paid time off.

Matching Summary

Match Score: 75

Stifel Financial Corp is seeking an Operations Associate for Document Control in Saint Louis, MO. The role involves reviewing account documents, ensuring compliance with procedures, and delivering high-quality customer service.

Skills & Requirements

Must-have

  • Strong organizational skills
  • Ability to multitask effectively
  • High-level customer service skills

Nice-to-have

  • Basic knowledge of account types
  • Working knowledge of financial services applications
  • Thomson One and BETA knowledge

Key Requirements

  • High School Diploma or Bachelor's Degree
  • 0-2 years of professional business-related experience
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

Work Rights

Not specified

Tailored Resume

Cover Letter