Branch Intern

Stifel • San Francisco, CA

6d

About The Position

The Branch Intern performs a wide variety of complex and confidential administrative duties for Financial Advisors, branch support staff, and branch management. The role also supports special projects for Financial Advisors and the branch, and helps with the day-to-day operation of the branch.

Requirements

• Complete 1–2 years of industry-related college coursework.
• Organize large amounts of information and prioritize workload to meet deadlines.
• Collaborate effectively and work as part of a team with a diverse group of individuals.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Answer phones and perform filing, scanning, data entry, scheduling, and travel and expense report tasks as needed.
• Collect information needed for performance reports.
• Coordinate paperwork and materials for client meetings.
• Perform general clerical duties related to daily branch operations.
• Participate in special projects for Financial Advisors and the branch.

Benefits

• Discretionary bonuses
• Health, dental, vision, and prescription insurance offerings
• Stifel Total Health Connect
• Flexible spending accounts
• Tuition and certification assistance programs
• Paid time off
• 401(k)
• Wellness initiatives
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed