Administrative Assistant - Institutional (Temp) - Houston

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Administrative Assistant provides a higher level of support on a variety of administrative functions to senior level leadership and other senior group members within the designated area of the Institutional Group. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities.

What We're Looking For

• Assist the assigned coverage group by maintaining calendars, and scheduling appointments, meetings and conference calls as needed; prepare agendas and make arrangements for meetings (room reservations, catering, etc.)
• Input client information into Customer Relationship Management (CRM) databases such as Salesforce; manages updates and provide database support for assigned coverage group.
• Make domestic and international travel arrangements via online system in accordance with Firm and department policy, as appropriate.
• Process all expenses by creating reports via Corporate Accounting electronic expense system in accordance with Firm and department policy, as applicable.
• Organize and coordinate client conferences, entertainment functions and events as needed. May be asked to attend conferences and assist with coordination of events, meetings, etc., from time to time.
• Create and maintain comprehensive reports and spreadsheets and work on special projects as requested on an ad hoc basis.
• Provide general office support to include: distribution of mail, office supplies, and invoices.
• Operate and maintain office equipment such as fax machines and copiers and may need to troubleshoot issues when necessary.
• Greet visitors and callers and direct them to appropriate individual/group, handle/respond to inquiries, take messages, and transfer/direct to appropriate party for assistance.
• Research questions and resolve problems related to expenses, technology, or other day-to-day issues or concerns arising with other support groups.
• Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material including off-site storage, as needed, in a logical and easily retrievable manner.
• Handle highly confidential information involving client information, deals, etc. with utmost discretion.
• May assist the department in setting up local equipment and access for new hires, and coordinate effectors between various areas of the Company involved in the new hire process at a designated location to ensure the on-boarding process is completed properly.
• May serve as liaison between the IB management and building management for general site related issues that may include but are not limited to general office maintenance, emergency procedures, fire drills, repairs, office moves and vendor visits.

What You'll Bring

• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology.
• Excellent communication and problem-solving skills
• Strong organizational and time management skills
• High level of attention to detail and accuracy
• High level of professionalism and confidentiality

Education & Experience

• Minimum Required: High school diploma or equivalent work related experience
• Minimum Required: 5+ years of administrative experience

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Advanced in Microsoft Excel, Word, PowerPoint, Outlook
• Experience in Concur preferred
• Experience in Salesforce preferred

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.