Abrar Admin

Stifel Financial Corp.

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 Why Stifel
 
 
 
 This position is a temporary‑to‑permanent opportunity. The initial assignment is a 6‑month evaluation period, after which the role may convert to a permanent position based on performance, business need, and overall fit.
 
 
 
 What You'll Be Doing
 
 
 
 The Sr. Administrative Assistant provides administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives&rsquo; office, management, and external resources. The Sr. Administrative Assistant provides the highest level of administrative support by conducting research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
 
 
 
 What We're Looking For
 
 
 
 Administrative &amp; Office Support
 
 
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 Manage calendars, schedule meetings, and coordinate travel arrangements for multiple managers and direct reports.
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 Prepare and organize documents for client meetings and internal use.
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 Manage catering and security for meetings.
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 Manage all FedEx and USPS mailings
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 Maintain electronic and paper filing systems for compliance and recordkeeping.
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 Maintain a high level of confidentiality.
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 Handle incoming calls, emails, and correspondence professionally.
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 In-office position
 
 
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 Client Service &amp; Communication
 
 
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 Serve as a point of contact for clients, responding to inquiries and requests.
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 Prepare and send client communications, including performance reports and newsletters.
 
 
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 Technology &amp; Data Management
 
 
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 Use CRM systems (e.g., Salesforce) to update client records and track interactions.
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 Generate complex reports from portfolio management systems (e.g., APX).
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 Experience using Concur for Travel and Expense
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 Proficiency in Adobe Acrobat
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 Help maintain data accuracy across platforms and assist with tech troubleshooting.
 
 
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 Team Coordination &amp; Project Support
 
 
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 Support advisors with marketing initiatives, event planning, and client outreach.
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 Assist with special projects such as client segmentation, data clean-up, or process improvements.
 
 
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 </ul>
 
 Education &amp; Experience
 
 
 
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 Minimum Required: Associate&rsquo;s degree or combination of education and experience.
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 Minimum Required: 6-8 years&rsquo; administrative experience.
 
 
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 Systems &amp; Technology
 
 
 
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 Strong proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
 
 
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 </ul>
 
 Compensation Range
 
 
 
 Salary: USD $38.00/Hr. - USD $43.00/Hr.
 
 
 Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;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 &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
 
 
 
 About Stifel
 
 
 
 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client&rsquo;s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel&rsquo;s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
 
 
 1919 Investment Counsel is an Equal Opportunity Employer.
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Senior Administrative Assistant (Contract)

Join Stifel Financial Corp. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Stifel Financial Corp.

About Company

Senior Administrative Assistant (Contract)