Stifel Financial - Portland, OR
posted about 1 month ago
Full-time - Entry Level
Portland, OR
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Administrative Assistant to the Branch Manager plays a crucial role in providing sales, administrative, and operational support to ensure the smooth functioning of the branch. This position involves addressing various sales and operational issues, assisting with customer service, and managing administrative tasks to support the Branch Manager effectively.
Responsibilities
- Support Branch Manager in sales management and compliance functions.
- Open new accounts, enter trades, provide quotes, and perform research.
- Allocate or distribute syndicate allotment shares to branch brokers.
- Sign checks and request wire transfers while providing excellent customer service to clients.
- Manage authorized transactions in managed accounts to clear debits or margin accounts for trades.
- Provide administrative assistance including typing, filing, and making arrangements for meetings and travel.
- Assist with budget and general ledger responsibilities.
- Orient and manage paperwork for all branch employees.
- Coordinate Firm Element training sessions for the branch.
- Act as a liaison between Branch Manager and branch staff if no Operations Manager is present.
- Process commission or payroll inquiries 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.
- Basic understanding of operations systems and accounting/finance.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k
- Wellness initiatives
- Life insurance
- Paid time off
