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Branch Intern
Stifel - Garden City, NY
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 Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams. Essential Duties & Responsibilities ...
CLIENT SERVICE ASSOCIATE
Stifel - White Plains, 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...
FI Credit Union Regulatory Strategist
Stifel - Hauppauge, NY
The FI Credit Union Regulatory Strategist provides regulatory consulting services to the firm's credit union clients, including capital markets Policy reviews, quarterly Policy compliance reporting, and pre and post examination consultation and support. ESSENTIAL DUTIES AND RESPONSIBILITIES Strong comprehension of the credit union industry's regulatory frame...
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...
