Proficiency in microsoft excel word powerpoint outlook
Knowledge of investment brokerage industry regulations
Stifel Financial Corp is seeking a full-time Administrative Assistant in Westlake Village, CA, to provide clerical and customer service support for Financial Advisors. The role involves tasks such as account management, documentation, and various administrative duties, requiring strong organizational and communication skills
Job Summary
The role involves assisting Financial Advisors with opening and maintaining client accounts while performing various administrative duties.
Stifel offers a culture where everyone belongs and contributes to the success of clients and the firm as a whole.
Employees receive comprehensive benefits including health insurance, 401k, wellness initiatives, and paid time off.
Matching Summary
Match Score: 75
Stifel Financial Corp is seeking a full-time Administrative Assistant in Westlake Village, CA, to provide clerical and customer service support for Financial Advisors. The role involves tasks such as account management, documentation, and various administrative duties, requiring strong organizational and communication skills.