Stifel Financial Corp. · 1 day ago
Sr Administrative Assistant
New York, NY
Full-time
Onsite
Senior Level
$33.65/hr - $38.94/hr
5+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Investment Advisor Sr. Administrative Assistant provides high-level administrative support, including preparing reports, managing correspondence, and coordinating meetings and travel arrangements for executives.
BankingFinanceFinancial Services
Responsibilities
Prepares invoices, reports, memos, letters, client mailings for Program Management, financial statements and other documents, using word processing, spreadsheet, database, or presentation software
Reads and analyzes incoming memos, submissions, and reports to determine their significance and plan their distribution. Prepares responses to correspondence containing inquiries
Compiles, assembles, binds, and distributes certain marketing or communication articles
Makes travel arrangements for executives and organize and coordinate client entertainment functions/events
Prepares and processes expense reports for executives
Establishes and maintains interpersonal relationships; develops constructive and cooperative working relationships with others and maintaining them over time
Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolves problems
Creates and maintains complex spreadsheets
Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner
Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for committee, board, and other meetings
Project administration in areas ranging from maintenance to construction and design
Skilled at Cross-departmental communication, observing confidentiality and compliance guidelines, as outlined by the SEC and FINRA
Provide excellent customer service to all Stifel employees
Heavy invoice preparation and vendor administration
Qualification
Required
Advanced knowledge of administrative and clerical procedures and systems such managing files and records, and other standard office procedures and terminology
Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes
Excellent conceptualization, presentation and communication skills to effectively execute change
Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently
Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations
A team player with the ability and desire to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities and coordinate and balance multiple tasks
Minimum Required: Associates degree or equivalent education and experience that enables performance in all aspects of the position
Minimum Required: 5+ years of administrative experience
Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Benefits
Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase