IRA Operations Associate Detail-Driven Wealth Management

Posted today

stifel financialSt Louis (MO)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Stifel Financial Corp. is seeking an Operations Associate to support the IRA and Qualified Plans department. You will learn the department's processes, perform manual entries or via the eQuest system, conduct quality control through queries and documentation, and adhere to IRS regulations under supervision. Collaborate with branch personnel on distributions, rollovers, beneficiary claims, and other account maintenance; review forms for accuracy; handle data entry, indexing, and response

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.