Branch Intern

Job Description

Job Title: Branch Intern

About Stifel:

Stifel is a global wealth management and investment banking firm with over 130 years of history, yet maintains a start-up mentality, driven by innovation and fresh ideas. Founded on the principle of safeguarding clients’ money as if it were their own, Stifel’s success is deeply connected to helping families, companies, and municipalities achieve their own success. Headquartered in St. Louis, the firm boasts a significant international presence with offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations worldwide. Stifel is home to approximately 9,000 dedicated professionals building careers across various financial disciplines.

Why Stifel:

Stifel is committed to fostering a culture that prioritizes its clients and associates above all else. It’s an environment where everyone belongs, is welcome, and actively contributes to the collective success of clients, individual careers, and the firm as a whole. The company offers an entrepreneurial atmosphere where “success meets success,” supported by a comprehensive benefits package designed to care for its employees.

About the Role:

The Branch Intern will play a crucial role in providing comprehensive and confidential administrative support to Financial Advisors (FA), branch support staff, and branch management. This dynamic position also offers the opportunity to engage in various special projects, contributing directly to the branch’s operations and strategic initiatives.

What You’ll Be Doing (Key Responsibilities):

• Perform a wide variety of complex and confidential administrative duties for Financial Advisors, branch support staff, and branch management.
• Handle essential administrative tasks such as answering phones, filing, scanning documents, preparing travel and expense reports, data entry, and scheduling appointments.
• Collect necessary information for performance reports and coordinate the appropriate paperwork and materials required for client meetings.
• Execute general clerical duties vital for the daily operation of the branch.
• Actively participate in special projects initiated by Financial Advisors and for the broader branch operations.

What You’ll Bring (Qualifications):

Skills:

• Exceptional organizational skills with the ability to manage large amounts of information and prioritize workload effectively to meet deadlines.
• Strong collaborative abilities, capable of working effectively and as part of a diverse team.

Education & Experience:

• Minimum Required: 1-2 years of industry-related college coursework.

Licenses & Credentials:

• Minimum Required: None.

Systems & Technology:

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Compensation & Benefits:

• Starting Hourly Salary: USD $18.00/Hr.
• Actual salaries may vary based on factors such as candidate qualifications, skills, and overall competencies for the position.
• The base salary is one component of Stifel’s comprehensive overall compensation package, which also includes:
  • Discretionary bonuses
  • Health, dental, vision, and prescription insurance offerings
  • Stifel Total Health Connect programs
  • Flexible spending accounts
  • Tuition & certification assistance programs
  • Paid time off
  • 401k plan
  • Wellness initiatives
  • Life insurance
  • And much more!
• For a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits.

Application Information:

Applications will be accepted until the position is filled.

Stifel is an Equal Opportunity Employer.