- SALARY:NONE
- LOCATION:NONE
Job Details
Description
Summary
The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams.
Essential Duties & Responsibilities
- Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
- Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
- Perform general clerical duties related to daily branch operation.
- Participate in special projects.
Qualifications
- Ability to organize large amounts of information and prioritize workload to meet deadlines.
- Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
- 2+ years of industry related college coursework
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
$18 per hour.
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.