Branch Intern
Stifel · Eau Claire, Wisconsin, US
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contr...
Job description
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing: 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. What We're Looking For: - Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments. - Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings. - Perform general clerical duties related to daily branch operation. - Participate in special projects for Financial Advisors and for the branch. What You'll Bring: - Ability to organize large amounts of information and prioritize workload to meet deadlines. - Effectively collaborate and work as a team with a...