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Job Details
Description
Summary
The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day-to-day department activities.
Essential Duties & Responsibilities
- Answer phones take messages and transfer/direct to the appropriate person
- Run Monthly/Quarterly Reports
- Create and maintain Excel spreadsheets
- Data entry for preparation of comprehensive and individual portfolio reviews
- Set-up, organize and maintain paper and electronic filing of correspondence and other materials
- Maintain calendar schedule meetings, conference calls, Zoom/Teams calls
- Reconcile monthly expenses and gift log
- Additional administrative functions as the team requires
Qualifications
- Ability to demonstrate professionalism, customer service, initiative and good judgment
- Strong communication skills and computer skills - especially Excel
- Ability to organize, prioritize and manage multiple tasks, responsibilities and deadlines
Education & Experience
Minimum Required High School Diploma or equivalent
About Stifel
Stifel is a 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.