Operations Associate-Addepar Performance

Stifel • Saint Louis, MO

1d

About The Position

The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures

Requirements

• Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.
• Strong attention to detail skills to minimize risk to the firm
• Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
• Able to handle large workloads that vary based on heavy volume periods
• Ability to work autonomously throughout the day based on performance criteria provided by leadership
• Ability to use spreadsheets to import data
• Minimum Required: High School Diploma or equivalent
• Minimum Required: 0-2 years' professional business related experience
• Proficient in Outlook and Microsoft Office products

Nice To Haves

• Preferred: Bachelor's Degree

Responsibilities

• Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
• Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
• Identify potential problems or issues and escalate to department leadership if necessary
• Develop effective communication skills within the department
• Provide timely updates on progression of job responsibilities to leadership
• Demonstrate the ability to work collaboratively within a team
• Conduct support phone calls with field branches
• Interact via email with users of performance reporting systems
• Conduct project work to enhance reporting system capabilities

Benefits

• comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees