Executive Assistant

StifelSan Francisco, CA
Onsite

About The Position

The Executive Administrative Assistant provides administrative support to Stifel's General Counsel. This role is responsible for the day-to-day business of the office and is expected to carry out multiple administrative duties, providing exemplary communication between the executive office, management, and their clients.

Requirements

  • Understanding and knowledge of the financial services industry.
  • The ability to maintain confidentiality and adhere to ethical principles regarding data and information obtained as part of their professional duties.
  • Excellent conceptualization, presentation and communication skills to effectively execute change.
  • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Associate's degree or combination of education & experience.
  • 3+ years' experience in office admin function.
  • Proficient in Microsoft Excel, Word, Outlook, PowerPoint.

Responsibilities

  • Provide administrative support to the Executive office and or Sr. Management level personnel; prepare and edit correspondence, communications, presentations and other documents.
  • Receive, interact and arrange travel for incoming Brokers and Management on a daily bases.
  • Conduct research, collect and analyze data to prepare reports and documents for Sr. Management.
  • Manage and maintain executives' schedules, appointments and travel arrangements.
  • Record, transcribe and distribute minutes of meetings.
  • Interact with external clients
  • Coordinate project-based work
  • Review operating practices and implement improvements where necessary.

Benefits

  • discretionary bonuses
  • health / dental / vision / prescription insurance offerings
  • Stifel Total Health Connect
  • flexible spending accounts
  • tuition & certification assistance programs
  • paid time off
  • 401k
  • wellness initiatives
  • life insurance

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

1,001-5,000 employees

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