Operations Associate - Order Room
Company: Stifel Financial Corp.
Posted on: September 13, 2022
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
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
Learn and assist with Cancel & Rebills and other trade related
Daily reconciliation of equity ex-clearing and UIT trades; identify
trade exceptions and resolve them before the market opens.
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
Must be able to multitask and prioritize work or trade
Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
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
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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