Branch Intern at Stifel Financial Corp. in Westlake Village, CA

Summary: Stifel Financial Corp. is a global wealth management and investment banking firm with a culture that prioritizes clients and associates. The Branch Intern will perform a variety of complex administrative duties for Financial Advisors and branch management while participating in special projects. Responsibilities: - Performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management - 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 Required Qualifications: - 1-2 years industry related college coursework - 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 - Proficient in Microsoft Excel, Word, PowerPoint, Outlook Required Skills: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook 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