About the role#
As a Branch Intern, you will support Financial Advisors, branch support staff, and branch management. This role involves handling complex, confidential administrative tasks and contributing to special projects within the branch. This is a full-time, paid, on-site position based in San Francisco, California.
What you'll do#
- Manage daily administrative tasks, including answering phones, filing, scanning, and data entry.
- Prepare travel and expense reports.
- Schedule appointments and coordinate paperwork or materials for client meetings.
- Gather information for performance reports.
- Assist with general clerical duties to support daily branch operations.
- Participate in special projects for the branch and Financial Advisors.
What you'll need#
- Completion of at least 1-2 years of industry-related college coursework.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Ability to organize large volumes of information and prioritize tasks to meet deadlines.
- Ability to collaborate effectively with a diverse team.
Location & details#
- Location: San Francisco, California.
- Work Modality: On-site.
- Employment Type: Full-time.
- 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.
