Stifel Financial Corp.→
Branch Intern
InternshipOn-siteFull-time
Location
Orlando, FL
Salary
Not listed
Experience
Not specified
Posted
1 week ago
Skills
microsoft excelmicrosoft wordmicrosoft powerpointmicrosoft outlook
Job Description
Summary: Stifel Financial Corp. is a global wealth management and investment banking firm that prioritizes innovation and client success. They are seeking a Branch Intern to perform a variety of administrative duties to support Financial Advisors and branch management, while also participating in special projects.
Responsibilities:
- 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:
- 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
- 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
- Minimum Required: 1-2 years industry related college coursework
- Minimum Required: None
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Required Skills: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Benefits: Health, dental and vision care, 401k, Wellness initiatives, Life insurance, Paid time off
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off