Branch Intern, Summer 2026- Waco, TX
Nichols College, Dudley, MA, United States
Internship Accounting, Data Analytics, Economics & Finance
Job listing expires on May 9, 2026.
What You’ll Be Doing
The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
What We’re Looking For
Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
Perform general clerical duties related to daily branch operation.
Participate in special projects for Financial Advisors and for the branch.
What You’ll Bring
Ability to organize large amounts of information and prioritize workload to meet deadlines.
Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
Minimum Required: 1+ years industry related college coursework.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
Benefits
Entrepreneurial environment.
Comprehensive benefits package including health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
#J-18808-Ljbffr
Job listing expires on May 9, 2026.
What You’ll Be Doing
The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
What We’re Looking For
Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
Perform general clerical duties related to daily branch operation.
Participate in special projects for Financial Advisors and for the branch.
What You’ll Bring
Ability to organize large amounts of information and prioritize workload to meet deadlines.
Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
Minimum Required: 1+ years industry related college coursework.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
Benefits
Entrepreneurial environment.
Comprehensive benefits package including health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
#J-18808-Ljbffr