Stifel Financial Corp.
5001 - 10000 employees
Founded 1890
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Stifel Financial Corp. is a financial services company that offers a range of investment banking, wealth management, and financial advisory services. They cater to both individual investors and institutions, providing tailored investment solutions and strategic advice to help clients achieve their financial goals.
Personal Trust Administration Assistant Manager
🕒 July 20
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Stifel Financial Corp.
5001 - 10000 employees
Founded 1890
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Stifel Financial Corp. is a financial services company that offers a range of investment banking, wealth management, and financial advisory services. They cater to both individual investors and institutions, providing tailored investment solutions and strategic advice to help clients achieve their financial goals.
📋 Description
• Administer complex trust accounts in accordance with the governing instrument and all applicable laws. • Provide leadership and guidance for Trust Officers and administration personnel • Monitor and execute post-death provisions • Approve and supervise the establishment of accounts with the trust company • Review Court Accountings and file with the appropriate Court
🎯 Requirements
• Bachelor's Degree in Business • 10+ years' experience in Personal Trust Administration or Estate Planning • CTFA or CFP required • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
🏖️ Benefits
• Health insurance • Dental care • Vision care • 401k • Wellness initiatives • Life insurance • Paid time off
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