Branch Intern: Admin & Projects for Financial Advisors

Stifel; Billings (MT); On-site; USD 32,000 - 42,000; Full time

Job summary

Stifel in Billings, MT is seeking a Branch Intern to support Financial Advisors and branch staff with confidential administrative duties. You will play a key role in daily operations and assist on special projects.

Ideal candidates bring 1–2 years of related coursework, strong organizational skills, and proficiency with Microsoft Excel, Word, PowerPoint, and Outlook. This internship offers exposure to client meetings and team collaboration within a global wealth-management firm.

Qualifications

• Minimum 1-2 years of industry related college coursework.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with data entry and travel/expense reporting, and scheduling.

Responsibilities

• Perform a wide variety of complex and confidential administrative duties for Financial Advisors, branch staff, and branch management.
• Assist in collecting information for performance reports and coordinating paperwork for client meetings.
• Participate in special projects for Financial Advisors and for the branch.

Skills

Organizational skills

Team collaboration

Education

1-2 years industry related college coursework

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel in Billings, MT is seeking a Branch Intern to support Financial Advisors and branch staff with confidential administrative duties. You will play a key role in daily operations and assist on special projects.

Ideal candidates bring 1–2 years of related coursework, strong organizational skills, and proficiency with Microsoft Excel, Word, PowerPoint, and Outlook. This internship offers exposure to client meetings and team collaboration within a global wealth-management firm.