Summer Associate, Security Governance & Risk – Standards Management
Navy Federal Credit Union
Cyber Security
Operations Coordinator
Stifel Financial Corp.
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $44,000 - $59,000 per year
Job Level
Junior
Tech Stack
Cyber Security
About the role
- Perform daily cashiering functions for the branch related to incoming deposits of checks and securities, outgoing wires and checks.
- Execute routine operational functions including margin notifications and resolution, processing corporate reorganization (reorg) selections, and handling account transfer requests.
- Liaise between the branch and home office for all operational matters that arise and communicate the impact to branch personnel.
- Provide overflow support for the daily operation of the Financial Advisors' businesses not limited to opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, and maintaining current client information.
- Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation.
- Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
Requirements
- High School Diploma or equivalent experience
- 1+ years Administrative experience
- Basic understanding of the Financial Services industry
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Ability to organize large amounts of information and prioritize workload to meet deadlines
- Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving
