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Administrative Assistant
Stifel - Phoenix, AZ
Summary The administrative assistant performs a variety of administrative functions in support of the Department. Serves as back-up to peers and works to facilitate the smooth operation of day-to-day department activities. Essential Duties and Responsibilities • Set up, organize, and maintain paper and electronic filing systems for expenses, corr...
CLIENT SERVICE ASSOCIATE
Stifel - Madison, WI
Summary The Client Services Associate 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, ...
FIXED INCOME LOAN TRADING ANALYST - Memphis, TN
Stifel - Memphis, TN
The Fixed Income Trading Analyst partners with traders, transaction managers and sales representatives to grow Stifel's loan trading business. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide analytical support to traders in their role of managing and facilitating loan transactions. Carve loan tapes, evaluate portfolios and develop strategies to meet cl...
Operations Associate - Annuities In-Force Transactions
Stifel - St. Louis, MO
Summary Under immediate supervision the Annuities In-Force Transactions Operations Associate performs a variety of in-force transaction processes. Tasks will include processing changes and reviewing documents to be submitted to carriers and imaging documents. You will learn the structure of Stifel, the branch organization, insurance carriers, the BETA system and insura...
Social Media & Digital Content, Senior Marketing Associate
Stifel - St. Louis, MO
Summary The Social Media & Digital Content, Sr. Marketing Associate, will serve as a key team member on Stifel's award-winning Social Media & Digital Content team within the Marketing department. The main function of our team is to assist Stifel Financial Advisors and associates with their digital presence and communications. Our content library is the primary resource...
CLIENT SERVICE ASSOCIATE
Stifel - Glenwood Springs, CO
Summary Under immediate supervision, Client Services Associate 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) communications and...
CLIENT SERVICE ASSOCIATE
Stifel - Chicago, IL
Summary The Client Services Associate 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, ...
Client Service Associate - Registered
Stifel - Grand Rapids, MI
Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Registered, Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! You will play a pivotal role by partnering...
Senior Payroll Technician
Stifel - St. Louis, MO
Summary The Senior Payroll Technician plays a crucial role in ensuring employees are paid accurately and on time. This position is responsible for managing all payroll functions, from calculating employee paychecks and withholding taxes to maintaining accurate payroll records. As a mentor to the Payroll Technician, the Senior Payroll Technician also conducts research on v...
Advertising Compliance Senior Analyst – Advisory
Stifel - St. Louis, MO
Summary The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended). Essential Duties and Responsibilities • Reviews investment advisory communications intended to be d...
Unit Investment Trust (UIT) Specialist
Stifel - New York, NY
Summary The Unit Investment Trust (UIT) Specialist assists the department and Stifel's Financial Advisors with all matters relating to Unit Investment Trusts, including marketing, sales, trading, servicing and operations. The UIT Specialists works closely with other key members of the Firm including Compliance, Operations and Sales Management. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - SF, CA
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
New Accounts Operations Associate-International
Stifel - Miami, FL
Summary The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts. Essential Duties & Responsibilities
Administrative Assistant II
Stifel - St. Louis, MO
Summary: The Administrative Assistant II performs a variety of administrative functions in support of the department and the department Manager. This position works to facilitate the smooth operation of the day-to-day department activities. The Administrative Assistant II performs all the functions of an Administrative Assistant I but to a higher level and with additio...
Offshore ETF Product Mgmt Associate
Stifel - Miami, FL
Job Summary The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members ...
