Operations Associate - Annuity & Insurance

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.

What We're Looking For

• Proficiently process and conduct thorough follow-up on annuity and insurance documents or commissions, and reports as assigned
• Communicate via telephone and/or email to Annuity/Insurance Carriers and different levels of Stifel branch personnel; adapts communication style accordingly
• Demonstrate ability to identify problems and seek appropriate resolution: escalates issues to managers and directors appropriately
• Further develop skills and knowledge of Annuity and Insurance, and utilizes resources available
• Understand and follow department and firm policies and procedures
• Build relationships, both internally and externally to service our client base
• Assist with projects and initiatives as assigned

What You'll Bring

• Demonstrates the ability to perform job duties during periods of high volume
• Exhibits attention to detail
• Demonstrates the ability to learn quickly and accept feedback
• Adapts communication style based on the audience
• Exhibits organizational and prioritization skills
• Ability to follow project timelines and meet deadlines
• Effectively executes assigned roles within projects

Education & Experience

• Minimum Required: Bachelor's Degree or equivalent experience
• Minimum Required: 0-2 years' professional business related experience

Systems & Technology

•   Proficient in Outlook and Microsoft Office products #LI-AS1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

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

Stifel is an Equal Opportunity Employer.