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
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
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
Apply NowSimilar Jobs
🕒 July 20
Lead the creation and execution of Salesforce strategies for business solutions. Act as primary architect for workflows, ensuring alignment with business goals.
🇺🇸 United States – Remote
💵 $128k - $179.3k / year
⏰ Full Time
🟠 Senior
🖥️ Administration
🦅 H1B Visa Sponsor
🕒 July 18
Enterprise Data Platform Administrator for Gateway Fiber, managing Microsoft Fabric environments and data governance. Building data pipelines and working with business teams for analysis and reporting.
🕒 July 17
Senior Director overseeing fund administration services for real estate private credit clients. Managing end-to-end accounting functions and driving customer satisfaction in a growing team.
🇺🇸 United States – Remote
💵 $190k - $230k / year
💰 $75M Series C on 2019-11
⏰ Full Time
🟠 Senior
🖥️ Administration
🕒 July 17
ITSM Administrator responsible for Freshservice administration and ITIL process support. Collaborating on IT service improvement initiatives and managing reporting, workflows, and automations.
🕒 July 16
Client Account Services Coordinator at Ballard Spahr maintaining collections records and supporting account services. Ensuring professional follow-up on outstanding client balances and collaborating with legal teams.
🇺🇸 United States – Remote
💵 $62k - $65k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🖥️ Administration
🦅 H1B Visa Sponsor
