Trust Administrative Assistant I

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success .

What You'll Be Doing

The Trust Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling informational requests, and performing clerical functions such as preparing correspondence, greeting visitors, arranging conference calls, and scheduling meetings.

What We're Looking For

• 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.

What You'll Bring

• 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.

Education & Experience

• Minimum Required: High School diploma or experience that enables performance in all aspects of the position
• Minimum Required: 1+ years' administrative related experience, trust experience preferred.

Systems & Technology

• Working knowledge of Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.