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Operations Associate - Order Room

Company: Stifel Financial Corp.
Location: Pensacola
Posted on: September 13, 2022

Job Description:

SUMMARY
Enter all types of orders including stocks, bonds and options for various branches at Stifel and money managers with an emphasis on accuracy and speed to ensure timely market executions. Manually bill trades for allocations and step outs, ability to navigate in the firm's back office system (BETA) along with other order management systems (OMSs) and ancillary systems such as DTCC. Reconcile and balance equity ex-clearing and unit investment trust (UIT) transactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ability to take equity and option orders over the phone and promptly enter them accurately and quickly in BETA system.

Process allocations for block trades and validating that the facilitation inventories remain flat with no positions and/or money balances.

Learn and assist with Cancel & Rebills and other trade related corrections.
Daily reconciliation of equity ex-clearing and UIT trades; identify trade exceptions and resolve them before the market opens.
QUALIFICATIONS
High School Diploma or equivalent.

1+ years' professional business related experience.

Associates degree preferred.
Must be able to work on the trading floor - loud and sometimes distracting environment - with the ability to concentrate while entering orders.
Must be able to multitask and prioritize work or trade problems.
Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
ABOUT STIFEL
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to meeting you.
Stifel is an Equal Opportunity Employer.

Keywords: Stifel Financial Corp., Pensacola , Operations Associate - Order Room, Other , Pensacola, Florida

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