Branch Intern
Stifel•Palm Beach Gardens, FL
36d
About The Position
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.
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.
- Minimum Required: 1-2 years industry related college coursework
- Minimum Required: None
- 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.
Benefits
- comprehensive benefits package to include health, dental and vision care
- 401k
- wellness initiatives
- life insurance
- paid time off
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What This Job Offers
Career Level
Intern
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
