Description
Stifel Nicolaus, one of the nation’s premier investment firms, is seeking a qualified candidate for a Wealth Management Coordinator for our Wealth Management Department. This position is in our Corporate Headquarters which is located in downtown St. Louis. The successful candidate for this position will perform a variety of administrative and higher level functions in support of the department and the department Manager. Will work to facilitate the day-to-day operations of the department’s activities as well as perform select mid-level functions.
Essential Functions:
- Greet visitors, answer phones, handle inquiries and resolve problems.
- Compose, type, and distribute meeting notes, routine correspondence, and reports, as well as prepare and process incoming and outgoing mail.
- Prepare expense reports.
- Set up, organize, and maintain paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.
- Maintain calendars; schedule appointments and meetings, and conference calls as needed; prepare agendas and make arrangements for meetings; make travel arrangements.
- Communicate with and provide support for Financial Advisors, clients, clients’ counsel, and clients’ CPA as needed.
- Compile, publish or distribute marketing materials such as newsletters, brochures, reports, client proposals, presentations, Investment Alert, etc.
- Prepare comprehensive financial plans, asset allocation, sector analysis reports as well as individual goal assessment reports, including plan development, printing, binding and mailing.
- Provide support to branches with wealth management services and VIP Program.
Requirements
- Two (2) – Four (4) years of investment industry, financial planning and administrative experience.
- Series 7, 63, 65 or 66, and Insurance License highly desirable.
- Thorough understanding of the investment brokerage industry, securities firm back office operations, and securities regulations; basic knowledge of investment products, financial planning products and techniques.
- Knowledge of administrative and clerical procedures and systems, including strong and demonstrated Microsoft Office skills, especially Word and Excel.
- Able to develop cooperative working relationships with others; comfortable dealing with associates and clients of all levels.
- Demonstrated time management experience.
- Ability to communicate effectively both written and verbal.
- Able to provide exemplary customer service and support.
- Ability 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 and adjust to multiple and shifting priorities.
We are always looking for qualified candidates with previous brokerage and/or banking experience, Series 7/63 licenses and excellent PC capabilities. Stifel Nicolaus offers a very competitive benefits package which provides a variety of benefits for employees and their eligible dependents. For more information about us and to view other vacancies, visit us at www.stifelcareers.com.
Stifel Nicolaus is an Equal Opportunity Employer
