Branch Operations Intern — Admin & Projects

Stifel Financial Corp.; Town of Florida (NY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Stifel Financial Corp. in the United States is seeking a Branch Intern to support Financial Advisors and branch management with a range of administrative duties, including data entry, scheduling, and travel arrangements.

This full-time role emphasizes organization, teamwork, and accuracy, and requires 1–2 years of related college coursework, and proficiency with Excel, Word, PowerPoint, and Outlook.

Qualifications

• Ability to organize large amounts of information and prioritize workload to meet deadlines.
• Collaborate effectively and work as part of a diverse team.

Responsibilities

• Administrative duties such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
• Collect information for performance reports and coordinate paperwork for client meetings.
• Perform general clerical duties related to daily branch operation.
• Participate in special projects for Financial Advisors and the branch.

Skills

Ability to organize information and n?

Education

1-2 years industry related college coursework

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. in the United States is seeking a Branch Intern to support Financial Advisors and branch management with a range of administrative duties, including data entry, scheduling, and travel arrangements.

This full-time role emphasizes organization, teamwork, and accuracy, and requires 1–2 years of related college coursework, and proficiency with Excel, Word, PowerPoint, and Outlook.