UNKNOWN

FEED

Global supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics. Understand all the elements of the import and export customs Desk Level Operating Procedure and correctly interpret this information to fulfill our customers instructions and expectations.

Company DescriptionWe take care of our employees, and they take care of our customers!
Become a member of a global community! The international logistics industry is an integral piece of the global trade puzzle; we make the world go round. Global supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics. Expeditors is a global logistics company headquartered in Seattle, Washington. As a Fortune 500 company, we employ over 19,000 trained professionals in a worldwide network of over 350+ locations across six continents. Expeditors satisfies the increasingly sophisticated needs of international trade through customized solutions and seamless, integrated information systems.Our MissionWe recruit, train, and retain the very best logistics and technical experts the world over.
We love to promote from within - more than 50 percent of our employees have been at Expeditors for five years or more. Our high retention rate is influenced by a unique compensation program for positions that are more than just jobs - theyre chances to grow, do what you love and build a career with us!Major Duties and Responsibilities<ul><li>Ensure smooth and timely customs process flow</li><li>Ensure accurate and timely data entry into our operational system</li><li>Track and Trace Custom files and reporting</li><li>Ensure accurate and timely client billing</li><li>Understand all the elements of the import and export customs Desk Level Operating Procedure and correctly interpret this information to fulfill our customers instructions and expectations.</li><li>Transfer customs declaration information from documents, or other sources into the customs entry system to allow for the build of a valid customs declaration</li><li>Assist with verification of customs declaration information and the submission of such to the customs authority</li><li>Ensure compliance at all times to regulations</li></ul>Requirements<ul><li>Good knowledge of customs brokerage process, customs legislation - especially with regards to classification, valuation and origin</li><li>Understanding of ocean, road and air documentation process</li><li>Effective interpersonal skills</li><li>Pro-active approach, strong organizational and computer skills</li><li>Good computer skills (MS Excel, MS Word)</li></ul>Benefits<ul><li>Paid Vacation, Holiday, Sick Time</li><li>Health Plan: Medical, Prescription Drug, Dental and Vision</li><li>Life and Long-Term Disability Insurance</li><li>401(k) Retirement Savings Plan (US only)</li><li>Employee Stock Purchase Plan</li><li>Training and Personnel Development Program</li></ul>ConfidentialityAll your information will be kept confidential according to EEO guidelines.

Expeditors International of Washington Inc

Customs Brokerage Agent

Billing

Brokerage

Compensation and Benefits

Computer Skills

Customer Support/Service

Data Entry

Data Quality

Documentation

Fortune 500 Customers

Health Plan

Import/Export

Information Technology & Information Systems

Interpersonal Skills

Leadership

Logistics

Maintain Compliance

Microsoft Excel

Microsoft Word

Operations Processes

Organizational Skills

Prescription Drugs

Process Flow

Regulations

Stock Purchase Plans

Supply Chain Management

System Integration (SI)

Time Management

This role ensures a welcoming, efficient, and high-functioning environment while supporting agents, facilitating CRM training, and maintaining office flow and readiness. Complete agent onboarding tasks ensuring agents are fully integrated into RedKey systems, tools, platforms, and office processes.

YEAR

Position SummaryThe Agent Experience Coordinator serves as the central operational and agent-support anchor of the office. This role ensures a welcoming, efficient, and high-functioning environment while supporting agents, facilitating CRM training, and maintaining office flow and readiness. The Agent Experience Coordinator plays a vital role in agent onboarding and offboarding, culture and engagement activities, event support, and daily administrative operations that uphold RedKey’s service standards and agent-first approach.Core ResponsibilitiesAgent Success & Support<ul><li>Serve as the primary in-office contact for agent support and providing timely solutions to requests.</li><li>Assist agents with CRM setup, marketing requests, campaigns, and general workflow support.</li><li>Encourage agent connection to company resources, training, and events.</li><li>Maintain a friendly, supportive, and solutions-oriented presence throughout the day.</li></ul>Recruiting, Onboarding & Off-boarding<ul><li>Support Branch Manager with agent attraction efforts</li><li>Complete agent onboarding tasks ensuring agents are fully integrated into RedKey systems, tools, platforms, and office processes.</li><li>Support off-boarding procedures and system removals.</li></ul>Administrative & Financial Operations<ul><li>Process commission check and maintain accurate documentation.</li><li>Reconcile weekly agent billing and submit to Finance by the end of each week.</li><li>Support file compliance and auditing.</li><li>Support internal communication updates in partnership with marketing and leadership.</li><li>Maintain vendor lists; add new vendors after proper vetting and approval.</li></ul>Office Environment, Culture & Client Experience<ul><li>Maintain a clean, organized, and client-ready office environment throughout the day, including shared and outdoor spaces.</li><li>Meet and Greet all visitors with a welcoming greeting</li><li>Answer phone calls and direct calls to appropriate party</li><li>Manage conference room bookings with priority to closings and ensure accurate calendar updates and timely room turnover.</li><li>Support office events, trainings, meetings, and closings through setup, materials, refreshments, and end-of-day reset.</li><li>Send cards, gifts, and engagement to our agents.</li><li>Maintain letter boards, welcome signage, and office culture touch points.</li></ul>Inventory & Supplies Management<ul><li>Restock office, kitchen, restroom, and event supplies weekly or as needed.</li><li>Maintain Supra and sign logs for agent usage.</li><li>Manage RedKey Store inventory and work within approved budgets for reorders.</li><li>Ensure closing and event supplies are maintained and ordered from approved vendors.</li></ul>Benefits<ul><li>Competitive salary ($42,000 – $52,000)</li><li>Health insurance, including dental and vision</li><li>IRA retirement plan</li><li>Paid time off and company holidays</li><li>Professional development and training opportunities</li><li>Opportunity for growth as the company continues to expand</li><li>Collaborative, supportive, and high-energy team environment</li></ul>QualificationsRequired<ul><li>2+ years of administrative, office coordination, or customer service experience</li><li>Strong organizational skills with attention to detail</li><li>Excellent communication and interpersonal skills</li><li>Ability to manage multiple priorities in a fast-paced environment</li><li>Proficiency with Google Workspace (or similar platforms)</li></ul>Preferred<ul><li>Experience in real estate or brokerage operations</li><li>Familiarity with CRM systems, marketing tools, or transaction platforms</li><li>Event coordination or hospitality experience</li><li>Experience supporting sales professionals or independent contractors</li></ul>

Red Key Realty

Agent Experience Coordinator

Administrative Skills

Budgeting

Calendar Management

Centralized Operations/Management

Communication Skills

Conference Management

Customer Experience

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Dental Insurance

Detail Oriented

Event Management

File Audits

Financial Operations

Health Insurance

Inventory Management

Marketing

Marketing Campaign

Multitasking

Onboarding

Operations

Real Estate

Retail Management

Retirement Plan

Sales Support

Team Player

Telephone Skills

Training/Teaching

Vendor/Supplier Selection

HiringThing

This role works closely with RedKey’s Corporate Team to align local operations with company-wide initiatives, tools, and strategic goals. Host workshops and trainings in-office to strengthen agent skills and support company-wide training initiatives and programs.

Position SummaryThe Branch Manager is the senior leader of their office, responsible for driving agent growth, profitability, and culture. They oversee recruiting and retention, support agent development, ensure compliance and operational efficiency, and create a vibrant, collaborative environment.This role works closely with RedKey’s Corporate Team to align local operations with company-wide initiatives, tools, and strategic goals.Key ResponsibilitiesAgent Growth & Coaching<ul><li>Serve as a trusted mentor and business coach to agents, conducting regular one-on-one sessions focused on production goals, accountability, and professional development</li><li>Host workshops and trainings in-office to strengthen agent skills and support company-wide training initiatives and programs.</li><li>Identify performance trends and proactively support agents in developing strategic plans to increase productivity and professionalism.</li><li>Champion RedKey’s culture of collaboration, growth, and service—empowering agents to reach their full potential.</li></ul>Recruitment & Retention<ul><li>Lead ongoing recruiting efforts aligned with office and company goals, maintaining a consistent pipeline of qualified candidates.</li><li>Conduct regular outreach and appointments with potential recruits to drive growth.</li><li>Collaborate with the Corporate Team to ensure a seamless onboarding experience for new agents.</li><li>Build relationships that foster long-term engagement and retention within the RedKey community.</li></ul>Operational Leadership<ul><li>Oversee the daily management of the office, ensuring operational efficiency, professionalism, and alignment with RedKey standards.</li><li>Supervise and support the office staff through weekly meetings and quarterly check-ins.</li><li>Ensure smooth implementation of company systems, marketing initiatives, and communication standards.</li><li>Maintain a visible presence in the office, available for both operational support and agent engagement.</li><li>Work collaboratively with the Corporate Team to identify opportunities, address challenges, and share best practices.</li></ul>Compliance & Broker Oversight<ul><li>Serve as the first point of contact for agent questions and issues related to contracts, compliance, and best practices.</li><li>Adhere to legal and regulatory directives as outlined by the Designated Broker and Legal Department.</li><li>Review contracts and documentation for accuracy, ensuring timely processing and adherence to RedKey standards.</li><li>Model professionalism and uphold RedKey’s ethical and procedural standards in every interaction.</li></ul>Culture, Community & Collaboration<ul><li>Lead by example—fostering a culture that reflects RedKey’s mission of Love, Service, and Fun.</li><li>Partner with staff to plan monthly office events (social, service, or educational) that strengthen engagement and morale.</li><li>Represent RedKey at community, board, and industry events, promoting the company’s brand and values.</li><li>Encourage team collaboration and celebrate achievements across agents and staff.</li><li>Support the adoption of RedKey’s Core Services and strategic partnerships to enhance client and agent experiences.</li></ul>Qualifications<ol><li>Active Real Estate Broker License (Missouri; additional states a plus).</li><li>5+ years of real estate sales experience, with a proven record of listings, buyer representation, and client service.</li><li>2+ years of leadership or management experience within a brokerage or team environment.</li><li>Strong understanding of contract law, compliance, and real estate operations.</li><li>Exceptional communication, coaching, and facilitation skills.</li><li>Proficiency with real estate technology and transaction management platforms.</li><li>High integrity, emotional intelligence, and commitment to agent success.</li></ol>

Real Estate Branch Manager

Alliance/Partner Management

Best Practices

Candidate Pipeline

Coaching

Contract Law

Contract Review

Estate Management

Legal

Marketing Communications

Mentoring

Office Management

Operational Strategy

Operational Support

Operations Management

Productivity Management

Profit & Loss

Purchasing/Procurement

Real Estate Sales

Sales

Sales Pipeline

Strategic Planning

Technical Leadership

Training Program

Transaction Processing/Management

Trend Analysis

OTHER

What You'll Be Doing: The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that way based on initial trade details. 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.

Why Stifel:
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that way based on initial trade details. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team. The Analyst assists the Manager, in all aspects of their job as well escalated decision making concerning individual transactions and supervision functions in general.

What We're Looking For:
<ul><li>Review and approve insurance transactions by comparing the clients' existing portfolio and financial objectives with the knowledge of how the specific product(s) work(s).</li><li>Review and approve trade documentation for completeness and accuracy, comparing elements to product specifications.</li><li>Serve as an authorized individual, in addition to or in the absence of the Trade Review Manager, to review, address and/or resolve special situations, issues or trades.</li><li>Train and mentor new Trade Review Analysts and Sr Analysts on trade review functions, Stifel's Policies and Procedures, and industry regulations. Serves as a coach by providing guidance and assistance.</li><li>Collaborate with the Insurance Compliance Officer on trade review processes, product details, and specific transactions.</li><li>Collaborate with the Licensing/Registration and Insurance Operations Departments on a daily basis.</li><li>Coordinate objections for delayed or cancelled transactions and adequately explains such situations to department manager or senior management.</li><li>Provide subject matter expertise to FAs and Sales Assistants related to paperwork requirements, submission process and uploading of requests to the Insurance Database.</li><li>Ensure completeness and consistency in the validation of the data on transactions.</li></ul>

What You'll Bring:
<ul><li>Expert knowledge of Fixed, Fixed Indexed, Buffered, Immediate and Variable annuities and the ability to stay current with product changes.</li><li>Expert knowledge of all brokerage products, specifically life insurance, mutual funds, UITs, ETFs, and the managed funds program.</li><li>Expert knowledge of multi-branch brokerage retail system.</li><li>Solid knowledge of laws, tax codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products.</li><li>Understand the tax ramifications of insurance products and current tax codes that apply to these transactions.</li><li>Expert knowledge of FINRA regulations, sales practices, and issues on Investment Company act products.</li><li>Expert knowledge of state insurance regulations and the ability to keep current with states specific rule changes.</li><li>Understands retirement plan rules and the tax ramifications associated with them.</li><li>Travel by car and/or air in conjunction with local, regional and/or national travel is required.</li></ul>

Education & Experience:
<ul><li>Minimum Required: Bachelor's degree in Finance or related field</li><li>Minimum Required: 5+ years' of experience working in financial industry</li></ul>

Licenses & Credentials:
<ul><li>Minimum Required: Series 7, 9, 10, 63, 24, 9 & 10, and Resident State Insurance License (Life and Health)</li></ul>

Systems & Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li></ul>

About Stifel:
Stifel is 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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