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Operations Division


Location - St. Louis, Mo., Tempe, Ariz., Mississauga, Ont.

What we do

The Operations division serves clients and branch teams by ensuring efficient operational workflow, providing innovative business solutions, delivering world-class service and mitigating risk for our clients. Operations supports all client transactions and processing through the life cycle of the client relationship. From account opening, trade processing, statement production and tax reporting to estate processing, Operations is involved every step of the way.

Departments include:

  • Corporate Actions
  • Payment Operations
  • Retirement Services
  • Client Reporting
  • New Accounts
  • Product Master File
  • Estates
  • Customer Loans

Where we are headed

Since the Operations division is constantly identifying operational efficiency opportunities, it plays a key role in two of the firm's key objectives: Improving Operational Effectiveness and Delivering the Ideal Client Experience.

What we need

Operations looks for a variety of skill sets depending on the position, but generally we see people who are:

  • Process-minded
  • Self-developers
  • Client-focused
  • Adept at reviewing facts and making decisions
  • Comfortable in an evolving environment

Search for Headquarters Opportunities

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Mary Pat Brown

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