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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...
Client Service Associate
Stifel - Cincinnati, OH
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. What We're Looking For
