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Executive Administrative Assistant
Stifel - New York, NY
The Executive Administrative Assistant provides administrative support to an Executive Leader. The Executive Administrative Assistant is responsible for the day to day business of the office and is expected to carry out multiple administrative duties and provides exemplary communication between the executive's office, management and external resources. The Executive Assistant provides the hi...
Senior Operations Analyst
Stifel - Baltimore, MD
The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, account setup & maintenance and performance calculations. The Senior Operations Analyst has in depth knowledge of the 1919ic specific workflows required to support the client facing Portfolio Managemen...
Sr Administrative Assistant
Stifel - New York, NY
The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings What We're Looking For • Prepares invoices, reports, memo...
Treasury Management Client Support Specialist II
Stifel - Saint Louis, MO
The Bank Client Support Specialist II is responsible for providing professional and knowledgeable assistance to internal and external clients via a variety of communication methods. Additionally, this position is responsible for a variety of regular and recurring moderately to highly complex operational functions to support bank operations. What We're Looking For
AML FIU Analyst I
Stifel - Saint Louis, MO
The AML Financial Intelligence Unit (FIU) Analyst researches and analyzes transactional activity to identify possible cases of money laundering, terrorist financing, or financial crimes. The Analyst also examines and analyzes trading activity to identify potential market manipulation/abuse issues. What We're Looking For Review deposits, withdrawals, trans...
Client Service Associate - NR
Stifel - Johnson City, TN
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer ...
Client Service Associate
Stifel - Roseville, CA
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, p...
Personal Trust Administration Officer Sr
Stifel - Saint Louis, MO
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
Part-Time Client Service Associate - NR
Stifel - Owosso, MI
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer ...
Client Service Associate - NR
Stifel - Holland, MI
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer ...
Miller Buckfire Senior Analyst / Junior Associate
Stifel - New York, NY
Senior Analysts / Junior Associates will contribute meaningfully to active engagements and internal initiatives. What We're Looking For Responsibilities include: Preparing presentation materials such as pitchbooks and client summaries Conducting in-depth industry and company research Building and analyzing financial model...
Private Bank Lending Credit Analyst
Stifel - Saint Louis, MO
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as...
Operations Associate - Alternative Investments
Stifel - Saint Louis, MO
The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements...
Client Service Associate
Stifel - Kansas City, MO
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, p...
Operations Associate - Annuity & Insurance
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This ...
