Operations Coordinator

Stifel - Canfield, OH

Full-time

Canfield, OH

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The Operations Coordinator plays a crucial role in supporting the operations of a satellite or branch office by acting as a liaison between the branch and home office personnel. This position involves performing various administrative and operational tasks, ensuring efficient processing of client-related requests, and providing exemplary client service.

Responsibilities

• Acts as liaison between branch/satellite and home office personnel for questions and paperwork.
• Trains additional support staff on daily work assignments.
• Performs operational or administrative functions for client-related requests.
• Accurately processes order tickets and follows up as necessary.
• Books in cash/checks, issues receipts, and accurately balances daily.
• Books in securities, issues receipts, and accurately balances daily.
• Assists in the opening of customer accounts and processes changes.

Requirements

• Knowledge of the financial markets and associated terminology.
• General understanding of securities regulations.
• Strong focus on providing exemplary client service.
• Excellent grammar and phone/office etiquette.
• High School diploma or equivalent.
• 2+ years of Financial/Securities industry experience.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Benefits

• Health insurance
• Dental insurance
• Vision care
• 401k
• Wellness initiatives
• Life insurance
• Paid time off