INTERN
Stifel Nicolaus - San Francisco, CA

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SUMMARY OF RESPONSIBILITIES

This individual will perform a variety of functions related to investment brokerage marketing functions. Clerical duties will include daily work in MS Office, scheduling appointments, working and communicating with the public.

MAJOR DUTIES

Help plan and develop various client and special events

Prepare outgoing mailings to prospective clients.

Perform some research in order to respond to questions or requests.

Other duties as assigned by broker.

Required Skills

EDUCATION & EXPERIENCE

High School Diploma or equivalent, some college coursework desired.

1-3 years of administrative work with above average computer experience

SKILLS REQUIRED

Strong and efficient communication skills both in writing and in person

Must have excellent customer service skills and working knowledge of principles for providing customer and personal services.

Good interpersonal interaction and the ability to work well with all level employees and clients.

Required Experience

Stifel Nicolaus - 17 months ago - save job
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