Summary
The Cashier / Wire Operator processes checks and securities coming into and going out of the branch with a high degree of accuracy.
This role will also accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Additionally, the Cashier / Wire Operator will be responsible for answering incoming calls, greeting clients, and other receptionist duties for the office.
Essential Duties and Responsibilities
- Book in checks, issue receipts and accurately scan items to bank daily.
- Book in securities, issue receipts and accurately balance daily.
- Issue drafts and deliver securities to customers daily.
- Prepare and transmit transfer documents.
- Accurately process order tickets and follow up where necessary.
- Reconcile filled or unfilled orders and confirm.
- Open new accounts on the computer for the brokers.
- Assist customers with inquiries.
- Act as Liaison to local transfer agents when appropriate.
- May assume other various clerical duties (i.e., typing, filing, and record-retention) as time permits.
Qualifications
- Basic understanding of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- General knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.
Education and Experience
- Minimum Required : 1 to 2 years industry related / wire or cashiering experience
- Minimum Required : High School Diploma or equivalent
Systems and Technology
- Experience with BETA terminal
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position.
The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit our Stifel Benefits website.