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Operations Associate - Advisory Billing

Company: Stifel Financial Corp.
Location: Bellevue
Posted on: September 20, 2022

Job Description:

SUMMARYThe 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 agreements
  • Process multiple daily, weekly, and quarterly exception reports
  • Notify third party managers regarding contributions and withdrawals
  • Enter fee information, updates, and run entries to client accounts
  • Process payments to third-party money managers quarterly, or as needed
  • Respond to branch inquiries via email and phone regarding fees and rebates in advisory accountsQUALIFICATIONS
    • 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 alternative solutions.
    • 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 experienceSYSTEMS AND TECHNOLOGY
        • Proficient in Outlook and Microsoft Office products

Keywords: Stifel Financial Corp., Bellevue , Operations Associate - Advisory Billing, Accounting, Auditing , Bellevue, Nebraska

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