Branch Intern

Stifel • Orlando, FL

1d

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, and will also participate in special projects. Stifel is a global wealth management and investment banking firm, over 130 years old, focused on innovation and client success. Headquartered in St. Louis, it has offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations, employing approximately 9,000 individuals.

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

• Performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management
• Participate in special projects
• 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

• health care
• dental care
• vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees