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Operations Associate - Advisory Billing

Company: Stifel Financial Corp.
Location: Biloxi
Posted on: September 18, 2022

Job Description:

SUMMARY
The Operations Associate handles a variety of functions related to how fees are applied to advisory accounts as well as answering questions related to the calculation of these fees. The Associate is responsible for completing account maintenance requests from the branch as well as other areas of the firm, and is also responsible for processing payments to third party money managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Create and assign fee schedules to accounts based on client agreements
Process multiple daily, weekly, and quarterly exception reports

Notify third party managers regarding contributions and withdrawals

Enter fee information, updates, and run entries to client accounts
Process payments to third-party money managers quarterly, or as needed
Respond to branch inquiries via email and phone regarding fees and rebates in advisory accounts
QUALIFICATIONS
Strong mathematical skills with a keen attention to detail.

Ability to resolve difficult situations using proven problem solving skills, sound judgment and reasoning in order to provide alternative solutions.

Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines.
Ability to interpret and apply industry rules and regulations.
EDUCATION AND/OR EXPERIENCE
Minimum Required: High School Diploma or equivalent

Minimum Required: 0-2 years professional business related experience

SYSTEMS AND TECHNOLOGY
Proficient in Outlook and Microsoft Office products

Keywords: Stifel Financial Corp., Biloxi , Operations Associate - Advisory Billing, Accounting, Auditing , Biloxi, Mississippi

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