Branch Intern

Stifel • O’Fallon, MO

2d

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 position also participates in special projects.

Duties may include answering phones, filing, scanning, preparing travel and expense reports, data entry, and scheduling appointments. The intern collects information for performance reports, coordinates paperwork and materials for client meetings, performs general clerical duties related to daily branch operations, and supports special projects for Financial Advisors and the branch.

Requirements

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

Responsibilities

• Perform administrative duties, including answering phones, filing, scanning, preparing travel and expense reports, data entry, and scheduling appointments.
• 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

• Health care
• Dental care
• Vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

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