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The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams. Essential Duties & Responsibilities Administrative duties as needed such as
Posted 6 days ago
Stifel Financial
- San Francisco, CA
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports,
Posted 8 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted 13 days ago
The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsibilities Monitor mutual fu
Posted 5 days ago
The Administrative Assistant performs a variety of administrative functions in support of the Department. Serves as back up peers and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONISIBILITIES Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material includi
Posted 6 days ago
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communic
Posted 8 days ago
The Operations Assistant Manager is responsible for providing leadership within the department by aiding in the administration of department objectives and measures. This position requires experience in handling challenging subject matter along with ensuring department completion of all necessary work on time and with the highest degree of quality. This position is requir
Posted 5 days ago
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. Essential Duties & Responsibilities Install and resolve technical issues with user PCs, laptops, tablets, printers,
Posted 7 days ago
The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline
Posted 11 days ago
The Operations Director of Settlements and Reorg oversees the receipt and delivery of securities (domestic and foreign) and money and daily reconciliation of the money balances due to or from the clearing organizations or the depository with books and records. The Director is also responsible for overseeing and managing adherence to industry rules, regulations, and securi
Posted 5 days ago
Stifel Financial
- New York, NY / Baltimore, MD / St. Louis, MO
Design and complete the Firm's supervisory reviews and check lists. Design, update and implement the Firm's written supervisory procedures and exception reports in conjunction with legal and compliance. Provide daily guidance to sales and trading staff as it relates to interpretive questions or policy matters. Acts as a delegate for FICM managers by providing direct super
Posted 8 days ago
The Release Train Engineer (RTE) is a servant leader and coach for the Agile Release Train (ART). The RTE's major responsibilities are to facilitate the ART events and processes and assist the teams in delivering value. RTEs communicate with stakeholders, escalate impediments, help manage risk, and drive relentless improvement. Essential Duties & Responsibilities Escalate
Posted 5 days ago
The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Investment Banking. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the senior level leadership by main
Posted 11 days ago
Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and requests, or rou
Posted 5 days ago
Excellent programming skills particularly Python coding skills (Pandas/NumPy). Monitor news, events, index announcements as well as and market changes for index members. Knowledge of statistics as well as statistical knowledge and ease of working with and analyzing large databases for purpose of quantitative modeling. Build and maintain Excel based financial models. Formu
Posted 12 days ago
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