Platform Strategy Administrative Associate

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 Platform Strategy Administrative Associate is a proactive office leader responsible for essential organizational functions supporting department leadership and the department. They work to facilitate the smooth operation of day-to-day activities of the department through multiple duties, including reception, scheduling, planning, maintaining filing systems, and other various administrative requests.

What We're Looking For

• Directly support the Director and Manager of Platform Strategy and Client Reporting Services by greeting callers, managing their schedules, coordinating meetings or other events, handling travel arrangements, and tracking and maintaining expense reports, associate requests, and related approvals.• Assist department leaders with making travel arrangements, organizing expense reports, scheduling conference rooms, ordering meals (when needed), and other similar tasks.• Track and maintain department activity, submitting tasks, creating meeting materials, and managing approvals where needed.• Support department leaders in managing, organizing, and facilitating the secure storage and approval of confidential documents, contracts, and invoices.• Coordinate and support on-site branch visits, ensuring smooth logistics and effective communication.• Compile, assemble, bind, and distribute marketing and other materials.• Manage new hire setup and maintain information on department associates.• Develop a confident understanding of the department's policies and objectives.• Maintain vendor contacts, important documents, and other files electronically.• Facilitate updates to the internal website as needed.• Operate office equipment such as scanners, copiers, and phone systems, and use computers for assigned work with spreadsheets, word processing, database management, and any other needed applications.• Organize department events.

What You'll Bring

• Excellent verbal and written communication skills with focused attention to detail.• A customer service-oriented attitude with a solid ability to maintain interpersonal relationships.• Sound judgment and discretion with sensitive information.• Ability to independently interpret situations and act per department policies and objectives.• Solid ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines.• Basic administrative and clerical office procedures, systems, and terminology knowledge.

Education & Experience

• Minimum Required: High School Diploma.• Minimum Required: 1-3 years of administrative experience.• Preferred: Previous experience and basic understanding of the financial industry.

Systems & Technology

• Knowledge of Microsoft Excel, Word, PowerPoint, and 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.