Stifel - Portland, OR
posted about 1 month ago
Full-time - Mid Level
Portland, OR
5,001-10,000 employees
Credit Intermediation and Related Activities
About the position
The Administrative Assistant to the Branch Manager at Stifel plays a crucial role in providing sales, administrative, and operational support to ensure the smooth operation of the branch. This position involves addressing a variety of issues related to sales management, compliance, and customer service, while also assisting with administrative tasks and coordinating training sessions for branch employees.
Responsibilities
- Support Branch Manager in sales management and compliance functions.
- Open new accounts, enter trades, give quotes, perform research, and allocate shares to branch brokers.
- Sign checks, request wire transfers, and provide excellent customer service to clients.
- Move money in authorized managed accounts to clear debits or margin accounts for trades.
- Provide administrative assistance including typing, filing, and making arrangements for meetings and travel.
- Approve items requiring manager approval when Branch Manager is absent, if licensed with Series 9 and Series 10.
- Responsible for orientation and paperwork for all branch employees.
- Coordinate Firm Element training sessions needed for the branch.
- Act as a liaison between Branch Manager and branch staff, coordinating timesheets and vacation schedules.
- Process commission or payroll related inquiries or problems, and order materials/supplies for the branch.
- Act as Petty Cash Custodian and may serve as backup to other Sales Assistants or Cashier.
Requirements
- High School Diploma or equivalent.
- 3+ years' experience as an Administrative Assistant.
- Solid understanding of the investment brokerage industry and software.
- Knowledge of administrative and clerical procedures and systems such as word processing and spreadsheet applications.
- Basic understanding of operations systems and accounting/finance.
Benefits
- Health insurance
- Dental insurance
- Vision care
- 401k
- Wellness initiatives
- Life insurance
- Paid time off
