Branch Intern - Part-time

Location US-UT-Park City
ID 2024-4893
Category
Branch Office Support
Position Type
Temporary | Part Time
Work Type
Onsite

What You'll Be Doing

The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.

What We're Looking For

  • 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 coordination of 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.

What You'll Bring

  • 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.

Education & Experience

  • Minimum Required: High School Diploma or equivalent and currently pursuing Bachelor’s Degree in Finance or Accounting.
  • Minimum Required: 1+ years in a professional level business position.

Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook. #LI-AS1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel is an Equal Opportunity Employer.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.

We Value Diversity

Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)