Branch Office Clerk Job Listing at Stifel in Melville, NY (Job ID 8654)

Description

The Branch Office Clerk is responsible for performing daily branch office tasks such as processing paperwork, filing, maintaining records, copying and other similar duties, using a PC. The Branch Office Clerk relies on instructions and pre-established guidelines to perform the functions of the job.

• Perform daily office tasks such as filing, recording, maintaining records, copying, posting, and other similar duties to complete tasks in a timely manner.
• May complete data entry using available systems and processes to check on completion of changes.
• Operate office machines such as photocopiers, facsimile machines, voice mail systems and personal computers.

• Working knowledge of administrative procedures, operating systems, electronic records, files and other standard office procedures, practices and terminology.
• Basic knowledge of the Financial Services Industry products and services.
• Strong customer service skills with the ability to speak confidently to all levels of staff and management.

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 0-1 years of related experience

• Minimum Required: None

• Proficient in Microsoft Outlook, Excel, Word

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.