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Registered Client Service Associate
Stifel - Blue Ash, OH
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Administrative Assistant I
Stifel - Blue Ash, OH
The Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitors and callers, handle their inquiries, provide information to callers and/or visitors/guests, take messages...
