Branch Intern

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