About the role#
As a Branch Intern in Mequon, you will support Financial Advisors, branch support staff, and management. This role involves handling administrative tasks and contributing to special projects to help the branch run smoothly.
What you'll do#
- Manage confidential administrative duties and general clerical tasks.
- Handle data entry, filing, and scanning.
- Answer phones and schedule appointments.
- Prepare travel and expense reports.
- Gather information for performance reports.
- Organize paperwork and materials for client meetings.
- Assist with special projects as requested.
What you'll need#
- Completed 1 to 2 years of college coursework in Finance, Business Administration, or Economics.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Ability to organize large amounts of information and manage your workload to meet deadlines.
- Skill in collaborating with a diverse team.
Location & details#
- Location: Mequon, Wisconsin.
- Work modality: On-site.
- Employment type: Full-time.
- Compensation: Paid position.
- Term: Rolling.
About Stifel Financial Corp.
Stifel Financial Corp. is a financial services holding company based in St. Louis, Missouri. It provides brokerage, investment banking, and advisory services to individual investors, businesses, and municipalities. The firm operates through more than 400 locations across the United States. It maintains a large network of financial advisors and manages multiple subsidiaries including retail banks and trust companies.
How to get in at Stifel Financial Corp.
Securing an internship at Stifel Financial Corp. requires a proactive approach to the application process. Because early applicants often receive more attention before the candidate pool grows, Intern Insider sends an instant alert the moment a role matching your target is published. This allows you to submit your materials among the first candidates. Reaching out to the right people is just as important as timing. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly to ask about the position or a referral. This direct connection often improves your response rates compared to submitting an application into a general queue.
