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The Compliance Associate I assists in administrative functions related to policies, procedures and supervisory control testing for Stifel Nicolaus and other broker dealer affiliates as required. Essential Duties and Responsibilities Assists with the Policy and Procedure processes. Uploads and maintains publishing of completed policies in Wolters Kluwers. Organizes and adm
Posted 1 day ago
The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives under dire
Posted 1 day ago
The Associate, Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Associate will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further s
Posted 1 day ago
The IT Technician I will provide basic technical assistance and support to Stifel employed end users. This position will help manage and administer the IT hardware allocation for networking devices, other computer related hardware, and other assets as assigned. Essential Duties and Responsibilities Support the IT department with device allocation Provide prompt support to
Posted 1 day ago
In high velocity organizations, it is common practice to decentralize change approval, making the peer review a top predictor of high performance. At Stifel, this decentralization is performed through an advisory board which facilitates cross departmental approval. Our main goal is to ensure there is awareness and preparedness for changes which may be impactful to the bus
Posted 1 day ago
Stifel Financial
- San Francisco, CA
The Branch Intern will performing 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,
Posted 1 day ago
The Administrative Assistant performs a variety of administrative functions in support of the Department. Serves as back up peers and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONISIBILITIES Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material includi
Posted 1 day ago
Operate telephones to 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 guest's arrival. Perform administrative support tasks such as operating calculator or computers to
Posted 1 day ago
The Bank Specialist Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard new Treasury Management Customers and provide support
Posted 1 day ago
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, dat
Posted 1 day ago
Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and ad
Posted 1 day ago
The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and materials for advis
Posted 1 day ago
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provid
Posted 1 day ago
The Fixed Income Trading Desk Developer will work closely with the trading desk management, developing desktop tools and solutions to automate trading desk processes and the efficient flow of information between the trading desks and sales. The position is part of the overall Institutional Delivery organization and will closely coordinate with the broader software develop
Posted 1 day ago
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a
Posted 1 day ago
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