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Administrative Assistant Senior

What You'll Be Doing

The Sr Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and department within Public Finance. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities.

 

What We're Looking For

• Assist the senior level leadership by maintaining calendars, scheduling appointments and meetings, and conference calls as needed; prepare agendas and make arrangements for meetings (room reservations, catering, etc.)• Assist the senior level leadership and department with special projects and initiatives.• Input client information into Customer Relationship Management (CRM) database and manages updates for group.• Make travel arrangements via online system in accordance with Firm and department policy for the senior level leadership and department as appropriate.• Process all expenses by creating reports via Corporate Accounting electronic expense system in accordance with Firm and department policy for the senior level leadership and department as appropriate.• Attend conferences to assist with coordination of events, meetings, etc., as necessary.• General office support to include: distribution of mail, office supplies, and invoices.• Operate and maintain office equipment such as fax machines and copiers and may troubleshoot issues when appropriate.• Greet visitors and callers and direct them to appropriate individual/group, handle/respond to inquiries, take messages, and transfer/direct to appropriate party for assistance, research questions; resolve problems.• 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.• Handle highly confidential information involving client information, deals, etc. with utmost discretion.• May assist the department in setting up local equipment and access for new hires, and coordinates efforts between various departments involved in the new hire process at a designated location to ensure the on-boarding process is completed properly.• May serve as liaison with building management for general site related issues that may include general office maintenance, emergency procedures, fire drills, repairs, office moves and vendor visits.• Organize and coordinate client entertainment functions/events as needed. • Maintain adequate level of office supplies.

What You'll Bring

• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology.• Proficiency with Microsoft PowerPoint and Excel software• Excellent communication and problem-solving skills• Strong organizational and time management skills• High level of attention to detail and accuracy• High level of professionalism and confidentiality

 

Education & Experience

• Minimum Required: High school diploma or equivalent work related experience• Minimum Required: 5+ years of administrative experience

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel is an Equal Opportunity Employer.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Administrative Assistant Senior, Stifel

As a Senior Administrative Assistant at Stifel in Phoenix, you'll be an integral part of the team, supporting senior leadership within the Public Finance department. This role is all about facilitating smooth operations and ensuring that everything runs like clockwork. From managing complex calendars and scheduling meetings to arranging travel and preparing expense reports, your organizational skills will truly shine. You'll also be involved in special projects and initiatives, inputting client information into our CRM and providing backup support to your peers. Interacting with clients, coordinating events, and greeting visitors will keep your day engaging and dynamic. With a commitment to professionalism and confidentiality, you'll handle sensitive information with great care. With five or more years of administrative experience and proficiency in Microsoft Office, particularly Excel and PowerPoint, you’ll be well-equipped to take on this rewarding role. Join us at Stifel, where innovation meets tradition, and your career aspirations can thrive in a supportive, entrepreneurial environment.

Frequently Asked Questions (FAQs) for Administrative Assistant Senior Role at Stifel
What are the main responsibilities of a Senior Administrative Assistant at Stifel?

The Senior Administrative Assistant at Stifel is tasked with a variety of important responsibilities including supporting senior leadership by maintaining calendars, scheduling appointments, and preparing agendas for meetings. In addition, you’ll assist with special projects and manage client information in the CRM database, making travel arrangements, processing expenses, and ensuring the smooth operation of daily departmental activities.

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What qualifications do I need to apply for the Senior Administrative Assistant position at Stifel?

To qualify for the Senior Administrative Assistant position at Stifel, you’ll need a high school diploma or equivalent work-related experience, along with a minimum of five years of administrative experience. Proficiency in Microsoft Excel, Word, PowerPoint, and strong organizational skills are also crucial for success in this role.

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How does Stifel support the professional growth of their Senior Administrative Assistants?

Stifel is committed to fostering a professional environment for its employees, including Senior Administrative Assistants. The firm offers access to ongoing training and development opportunities to build skills, along with a comprehensive benefits package that includes health care, wellness initiatives, and retirement plans. Combining these resources contributes to a supportive atmosphere conducive to career growth.

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What software skills are essential for a Senior Administrative Assistant at Stifel?

As a Senior Administrative Assistant at Stifel, it's essential to be proficient with Microsoft Office Suite, particularly Excel, Word, and PowerPoint. These tools will help you manage data, create presentations, and streamline communication within the team and with clients.

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What does a typical day look like for a Senior Administrative Assistant at Stifel?

A typical day for a Senior Administrative Assistant at Stifel involves various tasks including managing the calendar for senior leadership, prioritizing emails and calls, scheduling meetings, preparing necessary materials for presentations, and providing support on special projects. You will also handle office management tasks such as maintaining supplies and coordinating events, ensuring that daily operations run smoothly.

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Common Interview Questions for Administrative Assistant Senior
Can you describe your experience managing calendars and scheduling appointments?

In answering this question, highlight your ability to juggle multiple calendars and prioritize meetings effectively. Provide examples of any tools or methods you've used and how you managed conflicts in scheduling and maintained communication.

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How do you prioritize tasks in a busy work environment?

Discuss your approach to prioritizing tasks, including your strategies for assessing urgency and importance. Mention any tools you might use for task management, and relate a time when your prioritization skills led to successful outcomes.

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What steps do you take to ensure confidentiality when handling sensitive information?

Your response should reflect awareness of confidentiality protocols. Explain how you handle sensitive information securely and provide examples of situations where maintaining confidentiality was crucial.

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Can you give an example of a special project you assisted with in your previous roles?

Choose a relevant project that showcases your organizational skills and contribution to the team. Discuss your responsibilities and the outcome of the project, emphasizing your role in its success.

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How do you handle stress and tight deadlines?

Discuss specific strategies you use to manage stress, such as keeping a organized workspace, prioritizing tasks, and maintaining open communication with your team to ensure deadlines are met without compromising quality.

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What is your experience with CRM systems and why are they important?

Reveal your familiarity with CRM systems, explaining how you have utilized them in past positions to input and manage client information effectively. Highlight their importance in streamlining operations and maintaining client relationships.

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How would you handle a disagreement with a colleague regarding priorities?

Focus on your communication skills and teamwork approach. Discuss how you would seek to understand your colleague's perspective and find common ground to collaboratively address priorities, emphasizing a solution-oriented mindset.

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What techniques do you use for effective time management?

Share effective techniques such as setting clear goals, breaking tasks into smaller steps, and using calendars or task lists to stay organized. Provide examples of how these techniques have supported your productivity.

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Describe a challenging situation you faced in a prior administrative role and how you overcame it.

Choose a specific example where you faced a challenge and detail the steps you took to resolve it. Highlight your problem-solving skills and resilience in the face of adversity.

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What made you interested in the Senior Administrative Assistant role at Stifel?

Express your enthusiasm for Stifel’s culture and mission. Discuss how your skills align with the role and how being part of Stifel’s innovative approach excites you about contributing to the team.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 26, 2025

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