Operations Associate
1 week ago
**_Location: Toronto, ON_**
We are looking for an experienced & motivated Operations Associate to join the Stifel Canada team. The Operations Associate will be responsible for preforming a variety of administrative functions in support of the Operations department and the Sales/Trading team to facilitate a smooth operation for the firm. If you are hardworking and a very organized person, this role is the perfect fit for you
- Summary_
Reporting to the Director of Operations, the Operations Associate will be in charge of supporting the Sales/Trading team with tasks that may include but are not limited to:
- Performing general clerical operational tasks
- Assisting with new account opening and maintenance
- Trade reconciliation
- Manual trade approval /cancels and corrects
- Completion of compliance requests
- Liaison with Sales and Trading assistants
- Assist branch offices with inquiries
- Act as a liaison with carrying broker on various tasks, including but not limited to registered accounts.
- Proxies
- Credit journals
- Qualifications & Skills_
- Minimum two (2) years of full time work experience in an Operations department; knowledge of support and operations practice, concepts, and technology obtained through formal training and/or work experience
- Minimum education required: High School Diploma or equivalent
- Licenses and credentials: None
- Knowledge of Dataphile system preferred
- Technical and/or business functional knowledge of systems, tools, timing, and dependencies
- Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department
- Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines
- Able to handle large workload based on various projects and heavy volume periods
- Excellent interpersonal and communication skills (written and verbal)
- About STIFEL _
Stifel Canada is a subsidiary of Stifel Financial Corp., a public (NYSE - SF) full-service global investment bank with over 8,500 personnel operating in Canada, the United States and Europe. This includes over 400 investment banking professionals serving the needs of middle-market companies through specialized expertise and strong relationships within its core industries. As a growth company itself, Stifel’s passion is in bringing the right combination of people, products and services to the table to help our clients grow and excel for the long term.
At Stifel Canada we offer an entrepreneurial environment, competitive pay, comprehensive benefits package to include health, dental, paramedical and vision care, HCSA, wellness initiatives, life insurance, and paid time off.
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