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Part Time Administrative Assistant
Stifel - Cincinnati, OH
Summary The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day-to-day department activities. Essential Duties & Responsibilities Answer phones; take messages and transfer/direct to the appropriat...
CLIENT SERVICE ASSOCIATE
Stifel - Columbia, MO
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
Client Service Associate - Registered
Stifel - Dublin, OH
Summary Under immediate supervision, Client Services Associate, Registered, 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(...
Client Service Associate - Registered
Stifel - New York, NY
Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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...
Client Relationship Manager
Stifel - Grand Rapids, MI
Summary The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants ...
Client Service Associate - Registered
Stifel - Grand Rapids, MI
Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks lik...
Client Service Associate - Registered
Stifel - Garden City, NY
Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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...
CLIENT SERVICE ASSOCIATE
Stifel - Frontenac, MO
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
Client Service Associate - Registered
Stifel - Newington, NH
Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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...
Senior Client Service Associate - Registered
Stifel - New York, NY
Job Summary Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for unders...
Administrative Assistant Inst - Bethesda, MD
Stifel - Bethesda, MD
The Administrative Assistant performs a variety of administrative functions in support of the Department. Serves as back-up peers and works to facilitate the smooth operation of day-to-day department activities. ESSENTIAL DUTIES AND RESPONISIBILITIES Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other ma...
Administrative Assistant Inst - New York, NY
Stifel - New York, NY
The Administrative Assistant performs a variety of administrative functions in support of the Department. Serves as back-up peers and works to facilitate the smooth operation of day-to-day department activities. ESSENTIAL DUTIES AND RESPONISIBILITIES Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other ma...
Operations Coordinator
Stifel - Canfield, OH
Summary Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on dai...
Branch Intern
Stifel - Evansville, IN
Job Summary 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. Essential Duties & Responsibilities Administrative duties as needed such as answering phones, ...
CLIENT SERVICE ASSOCIATE
Stifel - Canfield, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
