{"id":2730440,"url":"https://alion.io/job/stifel-operations-associate-document-control-2","title":"Operations Associate-Document Control","company":{"id":692655,"name":"Stifel","domain":"stifel.com","url":"https://alion.io/company/stifel","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Saint Louis, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":51000,"max_usd":105000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2427},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-16T17:44:11Z","employer_posted_date":"2026-10-16","last_verified_at":"2026-10-23T06:25:19Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Why Stifel\nStifel 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.\nLet’s talk about how you can find your place here at Stifel, where success meets success.\nWhat You'll Be Doing\nThe Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service.\nWhat We're Looking For\nWorks within established firm guidelines regarding reviewing and approving documents for various account types.\nIdentifies account types and account structures to know what documentation is needed.\nIdentifies potential problems or issues and escalates to department leadership if necessary.\nWorks with Branch Support and New Recruits to review account documentation needed to open and/or update accounts.\nOpens accounts using internal systems and processes, ensuring proper coding.\nCompletes various reports to ensure account coding, documents, and other account features are accurate.\nWork collaboratively within a team and with other department areas to perform assigned tasks.\nProvides the highest quality of customer service through written and verbal communication.\nOther department duties may be assigned, including hotline phone calls, department emails, document coding, and other account updates or projects.\nWhat You'll Bring\nStrong organizational and communication skills with the ability to follow up on open tasks.\nAbility to multitask, prioritize and manage time effectively.\nBasic knowledge of account types and account structures along with documentation needed beneficial.\nHigh-level customer service skills.\nAbility to learn Stifel's applications, industry rules/regulations, and Stifel policies that pertain to the department and Stifel's branches.\nWorking knowledge of financial services applications, systems, terminology, and procedures.\nEducation & Experience\nMinimum Required: High School Diploma, Bachelor's Degree, or equivalent work experience preferred.\nMinimum Required: 0-2 years of professional business-related experience.\nLicenses & Credentials\nMinimum Required: None.\nSystems & Technology\nProficient in Microsoft Word, Excel, PowerPoint, and Outlook.\nThomson One and BETA knowledge is beneficial. #LI-AS1\nAbout Stifel\nStifel 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.\nWhile 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.\nAt 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.\nStifel is an Equal Opportunity Employer.","description_format":"text","description_chars":3829,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["401k plan","Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-16T17:44:11Z"}],"visa":[],"liveness":{"score":78,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.867,"p_room":0.9,"age_days":6,"expected_fill_days":16,"reasons":["conf:3","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/stifel-operations-associate-document-control-2","json_url":"https://alion.io/job/stifel-operations-associate-document-control-2.json","meta":{"generated_at":"2026-10-23T11:11:06Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16987,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":692655},"rest":"https://alion.io/mcp/rest/get_company?id=692655"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstifel-operations-associate-document-control-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstifel-operations-associate-document-control-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstifel-operations-associate-document-control-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/stifel-operations-associate-document-control-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstifel-operations-associate-document-control-2"}]}