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The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm. Essential Duties & Responsibilities Answer, screen, and forwar
Posted 9 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Per
Posted 9 days ago
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building. Essential Duties & Responsibilities Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies. Manages pipeline schedules and deadline times
Posted 9 days ago
Stifel Financial
- Westlake Village, 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 Learn various job functions within the financial services industry. Collection of information needed for
Posted 9 days ago
The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day to day department activities. Essential Duties & Responsibilities Answer phones; take messages and transfer/direct to the appropriate person Run Monthly/Quarterly Reports Create
Posted 9 days ago
Stifel Financial
- Mission Viejo, 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 Learn various job functions within the financial services industry. Collection of information needed for
Posted 9 days ago
The Endpoint System Engineer II will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating systems. Th
Posted 9 days ago
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Junior Analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. We offer Associates a unique environment which combines a highly entrep
Posted 9 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Per
Posted 10 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted 10 days ago
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 Learn various job functions within the financial services industry. Collection of information needed for
Posted 10 days ago
The IT Analyst I Asset Management (Software) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in
Posted 10 days ago
The IT Analyst I Asset Management (Hardware) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in
Posted 10 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted 10 days ago
The Senior Manager, Tax Accounting is responsible for the quarterly and annual tax provision as well as the financial statement reporting for income taxes. This includes the consolidated tax provision and the separate subsidiary tax provisions, both foreign and domestic. In addition to the income tax provision, the individual will assist the Tax Director on tax planning,
Posted 10 days ago
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