Stifel Financial Corp.

Research Assistant

Stifel Financial Corp. New York, NY
Stifel Financial Corp.

Research Assistant

Stifel Financial Corp. New York, NY
5 days ago 116 applicants

See who Stifel Financial Corp. has hired for this role

The Research Assistant assists the market research team in gathering data to assess the potential market for a product or service. This role will perform various administrative functions, serve as backup to peers, and facilitate the smooth operation of day-to-day department activities.

Essential Duties And Responsibilities

  • 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.
  • Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy.
  • Process all expense reports via the Corporate Accounting electronic expense system per Firm and department policy.
  • Input client/transaction information into Salesforce and manage updates for the group as requested.
  • Coordinate client and other meetings, including catering, materials, room reservations, and scheduling.
  • Handle highly confidential information involving client information, deals, etc., with the utmost discretion.
  • Work with management and team lead to assist in onboarding new hires in the department.
  • Maintain office supplies for groups supported and oversee any requests for Facility services for groups supported.
  • Greet visitors and callers and direct them to appropriate individuals/groups; handle/respond to inquiries; take messages and transfers/direct them to appropriate parties for assistance; research questions and resolve problems.
  • Compose, type, and routine correspondence.
  • Operate and assist in maintaining office equipment and may troubleshoot issues when appropriate.
  • Create and maintain spreadsheets for tracking purposes involving client information, conferences, etc.


QUALIFICATONS

  • Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.
  • Excellent communication and problem-solving skills.
  • Strong organizational and time management skills.
  • Works independently.
  • Has the ability to multitask and adapt to changing priorities.
  • High level of attention to detail and accuracy.
  • High level of professionalism and confidentiality.


$70,000 to $80,000 base salary

Education And Experience

  • Minimum Required: High School diploma or equivalent work experience.
  • Minimum Required: 3+ years of administrative experience.


LICENSES AND CREDENTIALS

  • Minimum Required: None.


SYSTEMS AND TECHNOLOGY

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

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Research, Analyst, and Information Technology

  • Industries

    Financial Services

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