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CLIENT SERVICE ASSOCIATE

Stifel - South Bend, IN

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 - Clearwater, FL

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...

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 ...

COMMERCIAL CREDIT ANALYST II- PRIVATE BANK LENDING

Stifel - St. Louis, MO

SUMMARY The Commercial Credit Analyst II (CCAII) will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAII will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.&nb...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - San Diego, CA

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...

CLIENT SERVICE ASSOCIATE

Stifel - Chesterfield, MO

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;...

UNIVERSAL BANKING SPECIALIST

Stifel - Clayton, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Develop business relationships with potential customers through sales calls, networking, and other outside activities. Sell products and services to customers and recommend & refer to appropriate alternative options to customers. Promote and maintain positive relations with all contacts, customers,...

SECURITIES LENDING TRADER

Stifel - NV

SUMMARY The Securities Lending Trader assists multiple clients, internal and external; including PCG Financial Advisor(s), various internal trading desks, Hedge Funds and Counterparties. The Securities Lending Trader is responsible for the opening, management and closing of both long and short positions of all types of securities via Reg T margin financing, Agency Exec...

REGULATORY ACCOUNTANT II

Stifel - St. Louis, MO

SUMMARY Under administrative direction, the Regulatory Reporting Financial Analyst is responsible for preparing regulatory computations and filings for the Company's broker-dealer subsidiaries. These include periodic reserve deposit requirements, net capital calculations, FOCUS reports and other supplemental schedules. This role will also support the monthly financial ...

INSTITUTIONAL REGULATORY OFFICER

Stifel - Baltimore, MD

The position will be primarily responsible for carrying out the supervisory program for Fixed Income Sales and Trading. The candidate will serve as an intermediary between legal, compliance, operations and business professionals to advise and coordinate all matters pertaining to the Firm's on-going regulatory obligations. ESSENTIAL DUTIES AND RESPONSIBILITIES &nb...

PORTFOLIO ASSOCIATE

Stifel - Baltimore, MD

SUMMARY The Portfolio Associate will provide administrative, operational and analytical support to one or more 1919 Investment Counsel Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919 Inv...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Cookeville, TN

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;...

Investment Banking Executive Assistant - Toronto

Stifel - Toronto, ON, Canada

Summary Reporting to the Co-Head of Investment Banking Canada, the Executive Assistant's role is to provide high-level administrative support and customer service functions to the Department Head and work to facilitate the successful operation of the day-to-day department activities. Essential Duties & Responsibilities Maintain calendar, schedule app...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Covington, KY

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...

Intermediate AP Accountant (14 months contract) - Toronto

Stifel - Toronto, ON, Canada

Summary Reporting to the Senior Accountant Manager, the Intermediate AP Accountant will have primary responsibility to facilitate timely payments and month end closing of Account Payable, reconcile appropriate internal and external accounts and assist with General Ledger cutoff. The role is fast-paced and it requires dedication, passion for the industry, and a solid work ethic...