Full Time Branch Intern

Stifel; Florida; On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Wellness initiatives

Paid time off

Job summary

Stifel is seeking a Branch Intern in Florida to assist Financial Advisors and branch staff with confidential administrative tasks. The role involves data entry, meeting coordination, and supporting project work on a full-time, Monday–Friday basis.

You will join a team that values collaboration, accuracy, and client service while gaining exposure to wealth management operations at a global firm.

Qualifications

• 1-2 years industry related college coursework.
• Proficient with MS Excel/Word/PowerPoint/Outlook.

Responsibilities

• Perform confidential administrative duties for Financial Advisors and branch staff.
• Participate in special projects for Financial Advisors and the branch.

Skills

Team collaboration

Data entry

Education

Industry related college coursework

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

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. This is a f ull time Monday-Friday position.

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.