The Operations Coordinator is responsible for multiple support staff duties for a branch location and also acts as liaison to home office associates. Essential Duties & Responsibilities Interacts with clients, advisors and operations via phone and email correspondence. Coordinates and processes incoming and outgoing mail. Responds to customer inquiries, research questions

The IT Technician 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. This Technician will be responsible for overseeing support functions for all Mobile Endpoint devices within the ecosys

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,

The Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance. Essential Duties & Responsibilities Review electronic communication for compliance with Firm and Industry regulations. Recognize/analyze/escalate common trends and/or frequent offenders for further oversight

The Administrative Assistant performs a variety of administrative functions in support of the Department. Serves as back up peers and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONISIBILITIES Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material includi

Under general supervision, the IT Security Governance Analyst II is a front line member of the IT Security Program team responsible for the overall management of the IT Security Program. The IT Security Governance Analyst is responsible for supporting internal, external, and client audits, managing security risks within a GRC solution, and assessing security related risks

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,

Under immediate supervision, Client Services Associate (NR) 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 adver

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 Duties & Responsibilities Sup

Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk. Process monthly and quarterly analyses of clients' investment portfolios/balance sheets and various risk measurements using Excel based and other complex financial models. Interact daily with senior team members and sales representatives. Interact with clients to obta

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, obtaining approvals for FA(s) communic

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

Under immediate supervision, Client Services Associate (NR) 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 adver

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 Duties & Responsibilities Sup

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, obtaining approvals for FA(s) communic