Description
Summary
The Operations Associate for ReOrg processes a variety of reorganization duties. In this role, the Operations Associate learns and preforms entry level Reorganization department and direct business clerical duties. The Operations Associate also verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. The ideal candidate will have strong customer service and critical thinking skills.
Essential Duties & Responsibilities:
- Process voluntary expiring tender offers.
- Processes mandatory mergers and name changes to include adjusting all applicable changes to stock record positions.
- Monitors syndicate loan settlements.
- Monitors all available resources for future reorganization information.
- Issues appropriate instructions to the depositories, transfer agents and/or other Broker/Dealers.
- Other duties as assigned by manager.
Qualifications:
- Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department.
- Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines.
- Able to handle large workload that varies based on projects and heavy volume periods.
Education & Experience
- High School Diploma or equivalent required, Associate's degree preferred.
- 1+ years' professional business related experience required.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
About Stifel
Stifel is a 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.
While 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.
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.
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