The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Investment Banking. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the senior level leadership by main

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

The Product Development Agile Coach mentors, provides insights, guides the firm, other technology colleagues, and its teams in the implementation and relentless improvement of agile processes and tools to ensure effective outcomes for the firm using a Lean Agile mindset. The goal of a Product Development Agile Coach is to be a leader of and helps to innovate and relentles

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 Per

The Trade Review Analyst verifies account data with the client's Stifel account(s), verifies that the Financial Advisor initiating an annuity transaction is properly licensed and registered, and verifies contract data with insurance companies. The Analyst ensures adherence to Stifel Policy and Procedures by reviewing suitability and best interests of annuity withdrawal &

The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans

The Lease Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast paced environment. It will also support the operational and r

The Operations Manager Entitlements and Access Controls is responsible for the day to day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintain the secur

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 IT Operations Engineer II serves as the primary subject matter expert for technical and business driven applications prevalent in the environment. Responsibilities include a full understanding of the applications functionality, maintenance, documentation, infrastructure requirements, and impacted IT and business areas. Essential Duties & Responsibilities Coordinates w

The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline

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

Excellent programming skills particularly Python coding skills (Pandas/NumPy). Monitor news, events, index announcements as well as and market changes for index members. Knowledge of statistics as well as statistical knowledge and ease of working with and analyzing large databases for purpose of quantitative modeling. Build and maintain Excel based financial models. Formu

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