Stifel Financial Corp. · 20 hours ago
Trust Administrative Assistant I
St Louis, MO
Full-time
Onsite
Entry Level
1+ years expStifel Financial Corp. is a global wealth management and investment banking firm with over 130 years of experience. They are seeking a Trust Administrative Assistant I to provide high-level administrative support, including preparing reports, handling inquiries, and managing office functions.
BankingFinanceFinancial Services
Responsibilities
Greet visitors and answers incoming calls, responds to their inquiries by providing information or seeks out resources for a response to inquiries. Takes messages, and transfers/directs them to the appropriate person(s) according to their question and or request
Reconcile client expenses upon receipt of bills. Review database for prior payments, check the recurring payment list, review account history to ensure bill is not duplicated, confirm account balance for sufficient funds, prepare check request and forward to Trust Officer for approval. Mail bill payments in a timely manner
Operate office equipment such as fax machines, copiers, and phone systems, and uses computers to do spreadsheets, word processing, database management, and any other needed applications
Transfer assets for new account. Gather information from Trust Officer needed to compile transfer file and work with removed institution to gather the assets, prior tax returns, original documents, and cost information on the assets. Follow-up timely to ensure assets are transferred to the trust account
Image all trust administration documents. Ensure the documents are indexed to correct account and folder and image is pristine for future reference
Maintain original documents. Image, log, and file original documents when received by Stifel Trust
Order and ensure adequate and appropriate supplies are available for the department
Qualification
Required
High School diploma or experience that enables performance in all aspects of the position
1+ years' administrative related experience
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems, combines pieces of information to form general rules or conclusions, and makes recommendations or applies these rules to specific problems, producing answers that make sense
Skilled at finding and using traditional and creative methods of solving the problem
Ability to communicate effectively (both written and verbal) on the phone and in person as appropriate for the needs of the audience; uses excellent grammar and possess courteous and efficient phone and office etiquette; effectively conveys information
Working knowledge of Microsoft Excel, Word, PowerPoint, Outlook
Preferred
trust experience preferred
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
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