{"id":1774701,"url":"https://alion.io/job/stifel-operations-associate-mutual-funds-trade-support","title":"Operations Associate - Mutual Funds Trade Support","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":106000,"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":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-03T16:13:59Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-23T11:30:53Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"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 Mutual Funds Trade Support Operations Associate is responsible for for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.\nWhat We're Looking For\nAccurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines\nProficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff\nIdentify potential problems or issues and escalate to department leadership if necessary\nDevelop effective communication skills within the department\nProvide timely updates on progression of job responsibilities to leadership\nDemonstrate the ability to work collaboratively within a team\nMonitor mutual fund orders to ensure they comply with individual fund and company policies\nReview previous day's front-end load purchases for proper pricing and sales charge waivers\nReview previous day's trades for NAV Repurchase/Transfer opportunities\nProcess trade corrections for previous day's front-end load purchases and NAV Repurchase/Transfers as needed\nProvide CDSC hypothetical calculations\nReview previous day's systematic purchases/withdrawals for proper set up including but not limited to order type, cdsc waivers, and share class\nAssist branch personnel with inquiries regarding orders and corrections and provide clear and concise communication both verbal and written with Financial Advisors, branch personnel, and vendors\nWhat You'll Bring\nAbility to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department\nStrong attention to detail skills to minimize risk to the firm\nInitiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines\nAble to handle large workloads that vary based on heavy volume periods\nAbility to work autonomously throughout the day based on performance criteria provided by leadership\nEducation & Experience\nMinimum Required: Bachelor's Degree or equivalent experience\nMinimum Required: 0-2 years' professional business related experience\nSystems & Technology\nProficient in Outlook and Microsoft Office products #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":4009,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"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":"2026-10-03T16:13:59Z"}],"visa":[],"liveness":{"score":35,"band":"fade","label":"Fading","p_open":1,"p_active":0.64,"p_room":0.55,"age_days":19,"expected_fill_days":16,"reasons":["conf:3","velocity","win:tail","comp:junior,brand"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/stifel-operations-associate-mutual-funds-trade-support","json_url":"https://alion.io/job/stifel-operations-associate-mutual-funds-trade-support.json","meta":{"generated_at":"2026-10-23T14:55:32Z","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":22477,"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-mutual-funds-trade-support"},{"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-mutual-funds-trade-support"},{"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-mutual-funds-trade-support"},{"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-mutual-funds-trade-support\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstifel-operations-associate-mutual-funds-trade-support"}]}