Cashier/Wire Operator I
Company: Stifel Financial Corp.
Posted on: September 13, 2022
Accurately processes cash/checks and securities coming into and
going out of the branch. Accurately and efficiently processes
Financial Advisor-directed orders for customer accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Book in cash/checks, issue receipts and accurately scan items to
Book in securities, issue receipts and accurately balance
Issue drafts and deliver securities to customers daily.
Prepare and transmit transfer documents.
Accurately process order tickets and follow up where necessary.
Reconcile filled or unfilled orders and confirm.
Process changes to accounts.
Open new accounts on the computer for the brokers.
Assist customers with inquiries.
Act as Liaison to local transfer agents when appropriate.
May assume other various clerical duties (i.e., typing, filing, and
record-retention) as time permits.
Basic understanding of economic and accounting principles and
practices, the financial markets, banking and the analysis and
reporting of financial data.
General knowledge of administrative and clerical procedures and
systems such as word processing, managing files and records, and
other office procedures and terminology.
EDUCATION AND EXPERIENCE
Minimum Required: High School Diploma or equivalent
Minimum Required: 1+ years of related/wire or cashiering
Established in 1890, Stifel is one of the nation's leading
full-service wealth management and investment banking firms. Stifel
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 Stifel
Bank subsidiary provides a comprehensive range of banking
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
Keywords: Stifel Financial Corp., Hampton , Cashier/Wire Operator I, Hospitality & Tourism , Hampton, Virginia
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