Branch Intern

Stifel•Orlando, FL

2d•Onsite

About The Position

The Branch Intern will be 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. Stifel is a global wealth management and investment banking firm, over 130 years old, focused on innovation and fresh ideas. The firm is built on the premise of safeguarding clients' money and helping families, companies, and municipalities achieve success. Headquartered in St. Louis, Stifel has offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations, employing approximately 9,000 individuals. Stifel strives for a culture that puts its clients and associates first, where everyone belongs, is welcome, and contributes to success.

Requirements

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

Responsibilities

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.