Administrative Assistant I - Stifel

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 Administrative Assistant performs a variety of administrative functions in support of the Financial Advisor / Team and works to facilitate the smooth operation of the day-to-day activities.

What We're Looking For:

• Answer phones, take messages and transfer/direct to appropriate person.
• Run daily, monthly and quarterly reports.
• Assist in the preparation of client reviews.
• Set up, organize, and maintain paper and electronic filing of correspondence and other materials.
• Maintain calendar; schedule meetings, conference calls, Zoom/Team calls.
• Additional administrative functions as the team requires. 

What You'll Bring:

• Ability to demonstrate professionalism, initiative, and good judgment.
• Strong communication skills and computer skills.
• Ability to organize, prioritize and managed multiple tasks, responsibilities and deadlines. 

Education & Experience:

• Minimum Required: High School diploma or experience that enables performance in all aspects of the position
• Minimum Required: 0-2 years secretarial experience 

Licenses & Credentials:

• Minimum Required: None

Systems & Technology:

• Working knowledge of Microsoft Excel, Word, PowerPoint, Outlook

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.