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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 ...
Operations Associate - Trade Support
Stifel - St. Louis, MO
Summary The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of se...
Senior Administrative Assistant
Stifel - New York, NY
The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Institutional Equities, Marketing and Trading. Serves a backup to peer and works to facilitate the smooth operation of day-to-day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES A...
Cash Prod & Banking Services Specialist
Stifel - St. Louis, MO
Summary The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. They provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert o...
Compliance Analyst III – Global Control Room
Stifel - Baltimore, MD
Summary The Compliance Analyst III – Global Control Room will partner with other members of the team to support the Firm's Information Barrier Program and provide regulatory guidance to key business partners, including, but not limited to, investment banking and research. The Analyst III will be responsible for the analysis of Regulation M and the Research Safe Harbors...
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...
CLIENT SERVICE ASSOCIATE
Stifel - Corpus Christi, TX
Summary Under immediate supervision, Client Services Associate (NR) 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 FA(s) communication...
Research Assistant
Stifel - Chicago, IL
The Research Assistant assists the market research team in gathering data to assess the potential market for a product or service. This role will perform various administrative functions, serve as backup to peers, and facilitate the smooth operation of day-to-day department activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Set up, organize, and maintain pape...
Advisor Directed Programs Senior
Stifel - St. Louis, MO
Summary The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent su...
Client Service Associate - Not Registered
Stifel - Washington, DC
Summary Under immediate supervision, Client Services Associate (NR) 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 FA(s) communication...
Operations Associate- IRA and Qualified Plans
Stifel - St. Louis, MO
Summary The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology. Essential Du...
Investment Strategy Analyst
Stifel - St. Louis, MO
Summary The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position ...
Central Supervision Associate
Stifel - St. Louis, MO
Summary The Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance. Essential Duties & Responsibilities Review electronic communication for compliance with Firm and Industry regulations. Recognize/ana...
Securities Lending Operations Associate
Stifel - St. Louis, MO
Job Summary The Securities Lending Associate will be responsible for various securities lending operational tasks. Through training, this position will learn and actively participate in balancing the daily settlement, reconcile multiple programs and accounts, evaluate numerous reports and keep detailed record. This position will interact with internal department and ou...
IT Technician I - Mobile Endpoint Support
Stifel - New York, NY
Summary The IT Technician is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. This Technician will be responsible for overseeing support functions for all Mobile Endpoint d...
