Branch Intern
AI Summary
Performs complex administrative duties for financial advisors and branch management, including answering phones, filing, data entry, scheduling, and coordinating client meeting materials.
About this role
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 diverse group of individuals.
Education & Experience
- Minimum Required: 1-2 years industry related college coursework
Licenses & Credentials
- Minimum Required: None
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Skills
Explore related jobs
More jobs at Stifel
Similar Excel jobs
Jobs in Mequon
- RIndustrialization Team LeadRockwell Automation (USA) · Mequon, Wisconsin
- RExecutive Assistant - Low Voltage Drives BusinessRockwell Automation (USA) · Mequon, Wisconsin
- DDelivery Driver(09704) - 6111 W. Mequon Road, Ste DDomino's · Mequon, WI
- DAssistant Manager(09704) - 6111 W. Mequon Road, Ste DDomino's · Mequon, WI
- DGeneral Manager(09704) - 6111 W. Mequon Road, Ste DDomino's · Mequon, WI
- RIntern, Product ManagementRockwell Automation (USA) · Mequon, Wisconsin
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.