Stifel Financial Corp.

Branch Office Coordinator

Stifel Financial Corp.  •  $40k - $60k/yr  •  Boston, MA (Onsite)  •  2 months ago
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Job Description

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 Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch.

What We're Looking For

  • Provide administrative support to assigned Department Head and/or Branch Manager.
  • Interact with clients by phone, email, or on premises.
  • Review monthly Profit/Loss (P&L) statements, payables, expense reimbursement reports, and miscellaneous purchases and expenditures prior to ordering or processing.
  • Work with corporate accounting for explanation of costs as needed.
  • Provide back-up for office Accounting Coordinator (to open new deal accounts, invoice clients as necessary, process client payments, process accounts payable invoices, etc.)
  • Assemble and provide all required office furniture, supplies, and equipment for new employees.
  • Complete and submit HR, Payroll/Accounting, I.T. and facilities documents, forms, and requests for services for new or terminating employees and to maintain their business and operational needs.
  • Order office supplies and other services.
  • Coordinate daily job duties of department/office to ensure timely completion; work to ensure that non-routine jobs are staffed properly.
  • Maintain attendance and payroll records including weekly timesheets for support staff.
  • Maintain log of travel, vacation, sick, and personal days for all required employees.
  • Assist with travel arrangements and prepare expense reimbursement reports.

What You'll Bring

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Knowledge of computer hardware and software, including certain applications.
  • Knowledge of business and management principles involved in planning, resource allocation, human resources, leadership technique, production methods, and coordination of people and resources.
  • Ability to manage one's own time while considering the time of others.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Ability to adjust actions in relation to others' actions.
  • Ability to monitor/assess performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Education & Experience

  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 3-5 years' of office administration including some supervisory experience

Licenses & Credentials

  • Minimum Required: None

Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range

Salary: USD $40,000.00/Yr. - USD $59,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

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 is an Equal Opportunity Employer.

Stifel Financial Corp.

About Stifel Financial Corp.

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.

Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*.

Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.

*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
St. Louis, MO
Year Founded
Unknown
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