Branch Office Coordinator Job Listing at Stifel in Boston, MA (Job ID 9048)

Description

The Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch.

• Provide administrative support to assigned Department Head and/or Branch Manager.
• Interact with clients by phone, email, or on premises.
• Review monthly Profit/Loss (P&L) statements, payables, expense reimbursement reports, and miscellaneous purchases and expenditures prior to ordering or processing.
• Work with corporate accounting for explanation of costs as needed.
• Provide back-up for office Accounting Coordinator (to open new deal accounts, invoice clients as necessary, process client payments, process accounts payable invoices, etc.)
• Assemble and provide all required office furniture, supplies, and equipment for new employees.
• Complete and submit HR, Payroll/Accounting, I.T. and facilities documents, forms, and requests for services for new or terminating employees and to maintain their business and operational needs.
• Order office supplies and other services.
• Coordinate daily job duties of department/office to ensure timely completion; work to ensure that non-routine jobs are staffed properly.
• Maintain attendance and payroll records including weekly timesheets for support staff.
• Maintain log of travel, vacation, sick, and personal days for all required employees.
• Assist with travel arrangements and prepare expense reimbursement reports.

• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of computer hardware and software, including certain applications.
• Knowledge of business and management principles involved in planning, resource allocation, human resources, leadership technique, production methods, and coordination of people and resources.
• Ability to manage one's own time while considering the time of others.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Ability to adjust actions in relation to others' actions.
• Ability to monitor/assess performance of yourself, other individuals, or organizations to make improvements or take corrective action.

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 3-5 years' of office administration including some supervisory experience

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Stifel is 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.