Sr Administrative Assistant

What You'll Be Doing

The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings

What We're Looking For

• Prepares invoices, reports, memos, letters, client mailings for Program Management, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.• Reads and analyzes incoming memos, submissions, and reports to determine their significance and plan their distribution. Prepares responses to correspondence containing inquiries.• Compiles, assembles, binds, and distributes certain marketing or communication articles.• Makes travel arrangements for executives and organize and coordinate client entertainment functions/events.• Prepares and processes expense reports for executives.• Establishes and maintains interpersonal relationships; develops constructive and cooperative working relationships with others and maintaining them over time.• Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolves problems. • Creates and maintains complex spreadsheets. • Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.• Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for committee, board, and other meetings.

• Project administration in areas ranging from maintenance to construction and design• Skilled at Cross-departmental communication, observing confidentiality and compliance guidelines, as outlined by the SEC and FINRA.• Provide excellent customer service to all Stifel employees• Heavy invoice preparation and vendor administration.

 

What You'll Bring

• Advanced knowledge of administrative and clerical procedures and systems such managing files and records, and other standard office procedures and terminology.• Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes.• Excellent conceptualization, presentation and communication skills to effectively execute change.• Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.• Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.• A team player with the ability and desire to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities and coordinate and balance multiple tasks

Education & Experience

• Minimum Required: Associates degree or equivalent education and experience that enables performance in all aspects of the position• Minimum Required: 5+ years of administrative experience

Systems & Technology

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Compensation Range

Salary: USD $33.65/Hr. - USD $38.94/Hr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

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.