Operations Coordinator

hace 4 semanas


Mayagüez, Mayagüez, Puerto Rico Stifel Financial A tiempo completo
Job Summary

We are seeking a highly skilled and detail-oriented Operations Coordinator to join our team at Stifel Financial. As a key member of our support staff, you will be responsible for performing a variety of administrative and operational tasks to ensure the smooth operation of our satellite and small branch offices.

Key Responsibilities
  • Act as liaison between branch/satellite and home office personnel, providing support and assistance as needed.
  • Train additional support staff on daily work assignments and provide guidance and feedback as required.
  • Perform operational or administrative functions for client-related requests, including processing orders and following up on necessary actions.
  • Accurately process cash, checks, and securities, and maintain accurate records and balances.
  • Assist in the opening of customer accounts and process changes as needed.
Requirements
  • High School diploma or equivalent required.
  • 2-3 years of experience in the financial/ securities industry.
  • Knowledge of financial markets, industry regulations, and analysis and reporting of financial data.
  • Strong focus on providing excellent client service and excellent grammar and phone/office etiquette.
About Stifel Financial

Stifel Financial is a leading full-service wealth management and investment banking firm with over 400 offices across the United States. We offer a comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. We are an equal opportunity employer and are committed to providing a diverse and inclusive work environment.



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