Branch Intern

Stifel•Canfield, OH

About The Position

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.

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
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.