PCG Operations Coordinator

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 PCG Operations Coordinator provides administrative and operational support to the Clayton branch. This role includes front office responsibilities such as greeting clients, answering phones, and managing general inquiries. The position also serves as a liaison between the branch and home office and may assist with training additional support staff.

What We're Looking For

• Serve as the primary contact between the Clayton branch and home office for operational matters.
• Provide front desk coverage, including client reception and phone support.
• Process client-related transactions, including order tickets, account openings, and account updates.
• Book and reconcile cash, checks, and securities; issue receipts and ensure daily balancing.
• Train and support additional branch staff on daily operational tasks.
• Maintain a professional and organized office environment.

What You'll Bring

• Strong client service skills and professional communication.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• General understanding of financial markets and securities regulations.
• Excellent grammar and phone/office etiquette.

Education & Experience

• Minimum Required: High School diploma or equivalent
• Minimum Required: 2-3 years of Financial/Securities industry experience

Licenses & Credentials

• Minimum Required: none
• We are open to considering registered candidates (e.g., FINRA licenses).

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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.