IRA Operations Associate — Detail-Driven Wealth Management
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Finance Assistant, Business Administration
Stifel Financial Corp. is seeking an Operations Associate to support the IRA and Qualified Plans department.
You will learn the department's processes, perform manual entries or via the eQuest system, conduct quality control through queries and documentation, and adhere to IRS regulations under supervision. Collaborate with branch personnel on distributions, rollovers, beneficiary claims, and other account maintenance; review forms for accuracy; handle data entry, indexing, and response
This is a great position to take on the IRA Operations Associate — Detail-Driven Wealth Management role at Stifel Financial Corp.
Our group is growing, and we are hiring a IRA Operations Associate — Detail-Driven Wealth Management in St. Louis, MO, United States.
This role is for the IRA Operations Associate — Detail-Driven Wealth Management role at Stifel Financial Corp.
We are seeking a motivated IRA Operations Associate — Detail-Driven Wealth Management to join Stifel Financial Corp. in St. Louis, MO, United States.
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