Operations Associate - Advisory Billing
Company: Stifel Financial Corp.
Posted on: September 18, 2022
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
Process multiple daily, weekly, and quarterly exception reports
Notify third party managers regarding contributions and
Enter fee information, updates, and run entries to client
Process payments to third-party money managers quarterly, or as
Respond to branch inquiries via email and phone regarding fees and
rebates in advisory accounts
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
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
SYSTEMS AND TECHNOLOGY
Proficient in Outlook and Microsoft Office products
Keywords: Stifel Financial Corp., Biloxi , Operations Associate - Advisory Billing, Accounting, Auditing , Biloxi, Mississippi
Didn't find what you're looking for? Search again!