Jobs At Stifel In Hauppauge, NY | CareerArc

Jobs at Stifel in Hauppauge, NY

4 job openings within 25 miles

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FINANCIAL ANALYST

Stifel - Hauppauge, NY

SUMMARY This position is responsible for the review and analysis of asset liability management reporting including reviewing client's assets, liabilities and investment portfolios. Decipher and interpret various spreadsheets, client provided documents and other standard reports, including GL accounts, and public financial information including NCUA and FDIC reports in ...

CLIENT SERVICE ASSOCIATE

Stifel - Melville, NY

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Garden City, NY

POSITION 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, obtain...

ADMINISTRATIVE ASSISTANT to BRANCH MANAGER

Stifel - Garden City, NY

SUMMARY Provide sales, administrative and operational support to the Branch Manager. Assist in maintaining the smooth operation of the branch by addressing and resolving a wide variety of sales, administrative and operational issues. May supervise Sales Assistants and other operational support positions. ESSENTIAL DUTIES AND RESPONSIBILITIES