OPERATIONS ASSOCIATE-ADVISORY BILLING Stifel St. Louis

Title Operations Associate-advisory Billing
Date 2020
Company Stifel
City St. Louis

Short Description :

Regarding contributions and withdrawals The Operations Associate in Advisory Billing is responsible for processing the fees associated with all ,…

Full Description :

SUMMARY

The Operations Associate in Advisory Billing is responsible for processing the fees associated with all fee based accounts. The Operations Associate interacts with branch personnel, third party managers, and Corporate Accounting regarding advisory fees as they relate to the billing process.

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.
  • Cross-train on department functions of all processes to assist with training new associates and veterans on Advisory Billing procedures.
  • Other duties as assigned.

QUALIFICATIONS

  • High School Diploma or equivalent required.
  • 0-2 years professional business related experience required.
  • Ability to learn general understanding of rules/regulations and 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 that varies based on projects and heavy volume periods.

About

Established in 1890, is one of the nation’s leading full-service wealth management and investment banking firms. 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 Bank subsidiary provides a comprehensive range of banking services.

At we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

is an Equal Opportunity Employer.

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