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Branch Intern

Branch Intern

CompanyStifel
LocationSouthfield, MI, USA
Salary$Not Provided – $Not Provided
TypeInternship
DegreesAssociate’s
Experience LevelInternship

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.