at Stifel Financial Corp. in Chicago, Illinois, United States
Job Description
Description
The Research Assistant assists the market research team in gathering data to assess the potential market for a product or service. This role will perform various administrative functions, serve as backup to peers, and facilitate the smooth operation of day-to-day department activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence,
and other material, including off-site storage, as needed in a logical and easily retrievable manner.
Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy.
Process all expense reports via the Corporate Accounting electronic expense system per Firm and department policy.
Input client/transaction information into Salesforce and manage updates for the group as requested.
Coordinate client and other meetings, including catering, materials, room reservations, and scheduling.
Handle highly confidential information involving client information, deals, etc., with the utmost discretion.
Work with management and team lead to assist in onboarding new hires in the department.
Maintain office supplies for groups supported and oversee any requests for Facility services for groups supported.
Greet visitors and callers and direct them to appropriate individuals/groups; handle/respond to inquiries; take messages and transfers/direct them to appropriate parties for assistance; research questions and resolve problems.
Compose, type, and routine correspondence.
Operate and assist in maintaining office equipment and may troubleshoot issues when appropriate.
Create and maintain spreadsheets for tracking purposes involving client information, conferences, etc.
QUALIFICATONS
Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.
Excellent communication and problem-solving skills.
Strong organizational and time management skills.
Works independently.
Has the ability to multitask and adapt to changing priorities.
High level of attention to detail and accuracy.
High level of professionalism and confidentiality.
EDUCATION AND EXPERIENCE
Minimum Required: High School diploma or equivalent work experience.
Minimum Required: 3+ years of administrative experience.
LICENSES AND CREDENTIALS
Minimum Required: None.
SYSTEMS AND TECHNOLOGY
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Qualifications
Education
High School Diploma (required)
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.