Cashier/Wire Operator I

Company: Stifel Financial Corp.
Location: Hamden
Posted on: September 19, 2022

Job Description:

JOB SUMMARYAccurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts.ESSENTIAL DUTIES AND RESPONSIBILITIES

• Book in cash/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.
• Process changes to accounts.
• 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: High School Diploma or equivalent
    • Minimum Required: 1+ years of related/wire or cashiering experience

Keywords: Stifel Financial Corp., Hamden , Cashier/Wire Operator I, Hospitality & Tourism , Hamden, Connecticut