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    Branch Intern - Evansville, United States - Stifel

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    Part time
    Description

    Job Summary

    The Branch Intern will perform 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.

    Essential Duties & Responsibilities

  • 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 coordination of 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.
  • Qualifications

  • 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: High School Diploma or equivalent and currently pursuing Bachelor's Degree in Finance or a related field.
  • Minimum Required: 1+ years in a professional level business position.
  • Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.


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