Stifel Financial Corp.→
Branch Intern - Summer 2026
InternshipOn-site
Location
Waco, TX
Salary
Not listed
Experience
No experience required
Posted
3 weeks ago
Skills
microsoft excelmicrosoft wordmicrosoft powerpointmicrosoft outlookprioritization
Job Description
Summary: Stifel Financial Corp. is a global wealth management and investment banking firm with a rich history of innovation. The Branch Intern will support Financial Advisors and branch management through a variety of administrative tasks and special projects.
Responsibilities:
- Performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management
- Participate in special projects
- Answering phones
- Filing
- Scanning
- Travel and expense reports
- Data entry
- Scheduling appointments
- Collection of information needed for performance reports
- 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+ 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, Prioritization
Internship Start Date: Start in 2026 Summer
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