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The Client Services Associate (NR) 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(s) communications and advertisements, provid
Posted 30 days ago
The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities Works closely with Commercial Lenders and Credit
Posted 30 days ago
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 appropriate person Run Monthly/Quarterly Reports Create
Posted 1 month ago
The IT Technician I will provide basic technical assistance and support to Stifel employed end users. This position will help manage and administer the IT hardware allocation for networking devices, other computer related hardware, and other assets as assigned. Essential Duties and Responsibilities Support the IT department with device allocation Provide prompt support to
Posted 1 month ago
In high velocity organizations, it is common practice to decentralize change approval, making the peer review a top predictor of high performance. At Stifel, this decentralization is performed through an advisory board which facilitates cross departmental approval. Our main goal is to ensure there is awareness and preparedness for changes which may be impactful to the bus
Posted 1 month ago
Operate telephones to answer, screen and forward calls, provide information, take messages and schedule appointments. Greet clients/guests, determine nature and purpose of visit and direct or escort them to their specific destinations or notify appropriate 'host' employee of guest's arrival. Perform administrative support tasks such as operating calculator or computers to
Posted 1 month ago
The Bank Specialist Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard new Treasury Management Customers and provide support
Posted 1 month ago
The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and materials for advis
Posted 1 month ago
The Client Services Associate (NR) 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(s) communications and advertisements, provid
Posted 1 month ago
The Bank Specialist Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Review, research and make corrections to deposit accounts. Re
Posted 1 month ago
The Corporate Writing Specialist develops creative, clear written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities Writes and edits articles and content for use in various communication p
Posted 1 month ago
An IT Technician II 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. Essential Duties & Responsibilities Install and resolve technical issues with user PCs, laptops, tablets, printers,
Posted 1 month ago
Stifel Financial
- New York, NY / Baltimore, MD / St. Louis, MO
Design and complete the Firm's supervisory reviews and check lists. Design, update and implement the Firm's written supervisory procedures and exception reports in conjunction with legal and compliance. Provide daily guidance to sales and trading staff as it relates to interpretive questions or policy matters. Acts as a delegate for FICM managers by providing direct super
Posted 1 month ago
Stifel Financial
- San Francisco, CA
The Branch Intern will performing 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, filing, scanning, travel and expense reports,
Posted 1 month ago
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