Trading Assistant

Company: Stifel Financial Corp.
Location: Columbus
Posted on: August 6, 2022

Job Description:

SUMMARYThe Fixed Income Trading Assistant provides support to Traders and Financial Advisors by correcting trades and verifying they are processed accurately. This position provides support while meeting all regulatory requirements.ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide support to Traders and Financial Advisors, primarily correcting trades.
• Work with other departments to resolve back office issues, including contacting other brokerage firms on comparison discrepancies.
• Monitor regulatory websites taking corrective action or manually report trades as needed. This includes working daily with compliance on reporting issues.
• Provide Traders daily reports for balancing and P&L details.
• Process and maintain all fixed income invoices and master agreements.QUALIFICATIONS:
  • Associate's Degree or equivalent combination of education and experience.
  • 1 year of related experience in the financial or banking industry.
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
  • Applied data analysis skills.
  • Ability to organize, prioritize, and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish tasks.
  • Ability to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities, and coordinate and balance multiple tasks.LICENSES AND CREDENTIALS:
    • Minimum Required: None, however Series 7 encouraged in time.ABOUT STIFELEstablished 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 services.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.The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to meeting you.Stifel is an Equal Opportunity Employer.

Keywords: Stifel Financial Corp., Columbus , Trading Assistant, Accounting, Auditing , Columbus, Georgia