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Company: Stifel
Location: Dallas, TX
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services

Description

The Executive Administrative Assistant provides administrative support to a Regional Director. The Executive Administrative Assistant is responsible for the day to day business of the office and is expected to carry out multiple administrative duties and provides exemplary communication between the executive office, management and their clients.



What We're Looking For

  • Provide administrative support to the Executive office and or Sr. Management level personnel; prepares and edit correspondence, communications, presentations and other documents.
  • Receive, interact and arrange travel for incoming Brokers and Management on a daily bases.
  • Conduct research, collect and analyze data to prepare reports and documents for Sr. Management.
  • Manage and maintain executives' schedules, appointments and travel arrangements.
  • Record, transcribe and distribute minutes of meetings.
  • Interact with external clients
  • Coordinates project-based work
  • Review operating practices and implement improvements where necessary.


What You'll Bring

  • Understanding and knowledge of the financial services industry.
  • The ability to maintain confidentiality and adhere to ethical principles regarding data and information obtained as part of their professional duties.
  • Excellent conceptualization, presentation and communication skills to effectively execute change.
  • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.


Education & Experience

  • Minimum Required: Associate's degree or combination of education & experience
  • Minimum Required: 3+ years' experience in office admin function


Licenses & Credentials

  • Minimum Required: None


Systems & Technology

  • Proficient in Microsoft Excel, Word, Outlook, PowerPoint.


About Stifel

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.


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