Summary
Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts.
Essential Duties and Responsibilities
- Answer, screen, and forward calls, provide information, take messages, and schedule appointments.
- Greet clients/guests, determine nature and purpose of visit, and direct or escort them to their specific destinations or notify appropriate ‘host’ employee of arrival.
- Perform administrative support tasks such as operating calculator or computers to work with various records, invoices, balance sheets, and other documents.
- File and maintain records.
- Schedule appointments and maintain and update appointment calendars.
- Provide information about the Firm such as location of departments or offices, employees within the organization, or services provided.
- Keep work area and reception lobby tidy and presentable.
Qualifications
- Basic knowledge of the principles and processes for providing customer service (needs assessment, meeting quality standards for service, and evaluation of customer satisfaction).
- Knowledge of administrative and clerical procedures and systems such as managing files and records and other office procedures.
- Knowledge of transmission, switching, control, and operation of telecommunication systems.
Education and/or Experience
- High School Diploma or equivalent required
- 1+ years industry related/cashiering experience required, 2+ years preferred
Systems and Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Base salary annualized range: $43,718 – $65,577. 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 our Benefits page at https://www.stifel.com/careers/benefits.
About Stifel
Stifel is a 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.
#LI-ms1