Job Description
The Operations Coordinator is responsible for performing daily cashiering functions for the branch related to incoming deposits of checks and securities, outgoing wires and checks.
This role executes routine operational functions including margin notifications and resolution, processing corporate reorganization (reorg) selections, and handling account transfer requests.
The Coordinator will liaise between the branch and home office for all operational matters that arise and communicate the impact to branch personnel.
About Stifel
Stifel is a global wealth management and investment banking firm serious about innovation and fresh ideas with offices in hundreds of locations.