Under immediate supervision works with Program Manager on all aspects of their respective advisory programs. Will collaborate with the program manager, Financial Advisors (FAs), Consulting Services Operations, investment managers and other groups both inside and outside of Stifel, Nicolaus to ensure the efficient and effective management of the advisory programs.
Collaborate with Program Manager on monitoring of advisory programs.
Interact with FAs providing details on programs, fees, minimum account size and marketing materials, etc.
Work with Consulting Services Operations on account, fee, trading and other issues.
KNOWLEDGE & SKILLS
Bachelor’s degree in Business or related field.
2-4 years related experience.
Proficient in Outlook and Microsoft Office, especially strong in Excel.
Advanced knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology.
Stifel Nicolaus - 18 months ago