Stifel Financial Corp. · 14 hours ago
Operations Associate-Document Control
Saint Louis, MO, US
Full-time
Onsite
New Grad, Entry Level
0+ years expStifel Financial Corp. is a global wealth management and investment banking firm that emphasizes innovation and client success. The Operations Associate-Document Control is responsible for reviewing account documents, ensuring accuracy, and providing high-level customer service while collaborating with various teams.
BankingFinanceFinancial Services
Responsibilities
Works within established firm guidelines regarding reviewing and approving documents for various account types
Identifies account types and account structures to know what documentation is needed
Identifies potential problems or issues and escalates to department leadership if necessary
Works with Branch Support and New Recruits to review account documentation needed to open and/or update accounts
Opens accounts using internal systems and processes, ensuring proper coding
Completes various reports to ensure account coding, documents, and other account features are accurate
Work collaboratively within a team and with other department areas to perform assigned tasks
Provides the highest quality of customer service through written and verbal communication
Other department duties may be assigned, including hotline phone calls, department emails, document coding, and other account updates or projects
Qualification
Required
High School Diploma, Bachelor's Degree, or equivalent work experience preferred
0-2 years of professional business-related experience
Strong organizational and communication skills with the ability to follow up on open tasks
Ability to multitask, prioritize and manage time effectively
Basic knowledge of account types and account structures along with documentation needed beneficial
High-level customer service skills
Ability to learn Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches
Working knowledge of financial services applications, systems, terminology, and procedures
Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
Preferred
Thomson One and BETA knowledge is beneficial
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase