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Administrative Support Specialist

2 months ago

Baltimore, Maryland, United States Stifel Full time
About the Role

We are seeking a highly organized and detail-oriented Client Service Associate to provide administrative support to our Portfolio Managers, Investment Associates, and Client Advisors. As a key member of our team, you will be responsible for day-to-day administrative management of individual client, institutional, and trust portfolios.

Key Responsibilities
  • Assist with client administrative functions, including account openings, terminations, and asset management.
  • Prepare customized client materials for periodic reporting and meetings, and coordinate delivery of presentation materials.
  • Closely monitor investment portfolios for cash, maturities, and settlements to ensure accurate client reporting.
  • Coordinate with third parties, such as attorneys, accountants, and auditors, as requested by clients.
  • Proactively review clients' security holdings and daily transaction activity, and work closely with trading, operations, and custodians to ensure accurate positions and asset values.
  • Maintain digital records of client contact and correspondence, and review reports for accuracy.
Requirements
  • Proven experience working in a high-touch environment.
  • Knowledge of principles and processes for providing excellent interpersonal and communication services.
  • Highly organized, attentive to detail, and able to multi-task in an independent and timely manner.
  • Knowledge of economic and accounting principles and practices, the financial markets, and associated terminology.
  • Proficient in Microsoft Office, including PowerPoint, Excel, Word, and Outlook.
  • Experience with FactSet, Bloomberg, InvestorTools, Advent APX, Moxy, Trust Accounting Systems, and CRM technology a plus.
Education and Experience
  • Minimum Required: Bachelor's degree in a related field or equivalent experience.
  • Minimum Required: 1 to 3 years' related experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management.
  • 1-3 years in customer service desired.
About 1919 Investment Counsel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. We manage more than $22.6 billion of client assets and have offices in various locations. Our team of portfolio managers, research analysts, and client service professionals work together to construct investment portfolios tailored to each client's specific needs and objectives.