Research Assistant

3 weeks ago


New York, United States Stifel Full time

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.



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