SUMMARY OF RESPONSIBILITIES
Under direct supervision, learns and processes asset transfers by means of ACATs and non-ACATs. An entry level position.
Differentiates investment types, reviews customer documents, reconciles accuracy of receipt and delivery of assets, researches inquiries and contacts contra-firms.
Performs other duties as assigned by Operations Coordinator.
KNOWLEDGE, SKILLS AND QUALIFICATIONS
High School diploma; prefer some advanced education.
0-1 year of experience related to the position.
Strong and demonstrated Microsoft Office skills, especially Word and Excel.
General understanding of rules/regulations and Stifel policies that pertain to the department.
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology.
Effective communication skills and able to relay information well in both written and verbal form.
Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals.
Solid and reliable mathematical skills.
Solid analytical skills – uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Good interpersonal interaction and able to work well with others.