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 role at Stifel involves performing multiple support staff duties for a satellite or branch office while acting as a liaison to home office personnel. This position requires a strong focus on client service and operational efficiency, ensuring accurate processing of financial transactions and client requests.

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

• High School diploma or equivalent.
• 2+ years of Financial/Securities industry experience.
• 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.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance