Branch Intern

Stifel Financial Corp.; Mequon (WI); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. in Mequon, Wisconsin, seeks a Branch Intern to support Financial Advisors and branch staff with a range of confidential administrative duties and special projects.

You will handle phones, filing, scheduling, data entry, and meeting logistics, while coordinating performance reports and materials for client meetings, and contributing to daily branch operations in a collaborative, client-focused environment.

Qualifications

• 1-2 years industry-related college coursework.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

• Perform administrative duties for Financial Advisors and branch staff.
• Coordinate information for performance reports and client meeting materials.
• Perform general clerical duties for daily branch operations.
• Participate in special projects for Financial Advisors and the branch.

Skills

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Education

Industry-related coursework (1-2 years)

Job description

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 Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.

What We're Looking For

• 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 for Financial Advisors and for the branch.

What You'll Bring

• 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

• Minimum Required: 1-2 years industry related college coursework

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in 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.