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SOPHOMORE EXPLORER PROGRAM - STIFEL INVESTMENT BANKING / FIXED INCOME / EQUITY RESEARCH

Stifel - New York, NY

Duration and Program Details: This program is a full-time, 4-week long career exploration and professional development opportunity. During the Sophomore Explorers Program, motivated undergraduate sophomores will be able to gain insight into careers in Fixed Income Capital Markets, Equity Research, and Investment Banking. The program will be held virtually in the sum...

OPERATIONS ASSOCIATE - TAX LOT ACCOUNTING

Stifel - St. Louis, MO

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Portland, OR

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

COMPENSATION ANALYST

Stifel - St. Louis, MO

SUMMARY The Compensation Analyst is responsible for administering company compensation programs, and maintaining compensation systems, procedures, and controls consistent with the Firm's policies and practices. This position works with the Compensation Manager and HR Business Partners to provide analysis of compensation data while acting as a subject matter expert and ...

VIP PROGRAM MANAGER

Stifel - St. Louis, MO

SUMMARY The VIP Program Manager supervises, conducts, and coordinates the VIP Complete Wealth Program processes and workflow, department training, department enhancement/development activities for the Wealth Planning Department. This role promotes the use of Department products and services offered to Stifel Financial Advisors. The VIP Program Manager plans, creates, a...

HUMAN RESOURCES OPERATIONS MANAGER

Stifel - St. Louis, MO

JOB SUMMARY The HR Operations Manager will ensure efficiency of centralized human resource services by establishing standards and procedures for handling associate questions, transactions, and administration of human resource programs. This position will adapt departmental plans and priorities to address resource and operational challenges. This position will lead a te...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Wichita, KS

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

ADMINISTRATIVE ASSISTANT I - PART TIME

Stifel - Cincinnati, OH

SUMMARY The Part Time Office Assistant will be supporting two Senior Vice Presidents and two Client Service Associates in the daily activities of an investment advisory firm. Responsibilities may also include direct contact with clients, vendors, and employees of the broker/dealer. This position will be 24 hours a week. ESSEN...

TRADE REVIEW ASSOCIATE

Stifel - St. Louis, MO

SUMMARY Under immediate supervision, the Trade Review Associate verifies the Financial Advisor (FA) initiating an annuity transaction is properly licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Branch Supervisors related to insurance paperwork requirements and provides some limited...

CLIENT SERVICE ASSOCIATE - PART TIME

Stifel - Scottsdale, AZ

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

SENIOR TRADE REVIEW ANALYST

Stifel - St. Louis, MO

SUMMARY The Senior Trade Review Analyst ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability of life insurance transactions, working closely with Financial Advisors and Branch Supervisors to correct trade details/descriptions for transactions, and executing authority to cancel transactions until an or...

CASHIER/WIRE OPERATOR I

Stifel - Boca Raton, FL

SUMMARY Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Books in checks, issues receipts and scans items to bank daily. Books in securities, i...

PUBLIC FINANCE ANALYST - INDEPENDENT SCHOOL GROUP

Stifel - Denver, CO

POSITION SUMMARY Analysts will provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts will be expected to work outside normal business. A strong desire and ability to learn technical and business de...

OPERATIONS ASSOCIATE - ACAT

Stifel - St. Louis, MO

SUMMARY Under direct supervision, the Operations Associate performs a variety of department duties, learns and processes asset transfers by means of electronic/manual processes. Duties are assigned in accordance with department procedures and include customer service, reconciliation, document review, and research. This is an ...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Murrieta, CA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...