Branch Office Clerk

Stifel•Great Falls, MT

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 . The Branch Office Clerk is responsible for performing daily branch office tasks such as processing paperwork, filing, maintaining records, copying, scanning documents, answering phones, directing calls to the appropriate person and front desk reception. The Branch Office Clerk relies on instructions and pre-established guidelines to perform the functions of the job. Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Requirements

Working knowledge of administrative procedures, operating systems, electronic records, files and other standard office procedures, practices, and terminology.
Basic Knowledge of the office and computer equipment.
Minimum Required: High School Diploma or equivalent.
Minimum Required: 1+ years of related experience.
Proficient in Microsoft Outlook, Excel, Word.

Nice To Haves

Background in banking or financial services industry a plus.

Responsibilities

Perform daily office tasks such as filing, scanning, maintaining records, copying and other similar duties to complete tasks in a timely manner and in compliance with Firm policies and procedures.
Complete data entry using available systems and processes.
Operate office machines such as photocopiers, scanner, phone system and desktop computer.