Branch Intern
Company | Stifel |
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Location | Southfield, MI, USA |
Salary | $Not Provided – $Not Provided |
Type | Internship |
Degrees | Associate’s |
Experience Level | Internship |
Requirements
- Ability to organize large amounts of information and prioritize workload to meet deadlines.
- Effectively collaborate and work as a team with a diverse group of individuals.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Minimum Required: 1-2 years industry related college coursework
Responsibilities
- Performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management.
- Participate in special projects.
- 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.
Preferred Qualifications
-
No preferred qualifications provided.