Stifel Financial Corp

Senior Fund Banking Executive Assistant

Stifel Financial Corp$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • High school degree; relevant college degree preferred.
  • 7+ years of progressive executive support experience required.
  • Experience in event management preferred.
  • Advanced proficiency in Microsoft Office Suite.
  • Familiarity with document management and calendaring systems.

Responsibilities

  • Provide advanced support to Fund Banking leadership including managing complex schedules and travel arrangements.
  • Anticipate and resolve issues for leaders, coordinating priorities among stakeholders.
  • Lead planning and execution of client meetings and leadership events.
  • Prepare and coordinate executive communications and meeting materials.
  • Manage sensitive information with discretion and confidentiality.
  • Establish workflows that enhance administrative processes and consistency.
  • Mentor administrative professionals and assist in onboarding new team members.

Benefits

  • Discretionary bonuses and performance incentives.
  • Comprehensive health, dental, vision, and prescription coverage.
  • Flexible spending accounts for healthcare and dependent care expenses.
  • Tuition reimbursement and certification assistance programs.
  • Generous paid time off policy.
Full Job Description
What You'll Be Doing

The Senior Fund Banking Executive Assistant supports Fund Banking leadership, including Managing Directors, by providing advanced executive support and administrative leadership across the Fund Banking organization. This role serves as a trusted operational partner, anticipates leadership and client needs, coordinates high-impact activities, and promotes consistent, efficient administrative practices.

What We're Looking For
  • Provide advanced executive support to Fund Banking Managing Directors and other senior leaders, including management of highly complex calendars, scheduling, travel, and expenses.
  • Serve as a trusted operational partner to Fund Banking leadership by anticipating needs, resolving issues, and coordinating priorities across multiple stakeholders.
  • Lead the planning and execution of high-impact client meetings, leadership sessions, conferences, team events, and other Fund Banking engagements.
  • Prepare, review, and coordinate complex correspondence, presentations, reports, meeting materials, and executive communications.
  • Manage sensitive client, business, personnel, and financial matters with a high degree of discretion, judgment, and confidentiality.
  • Establish and promote administrative processes, workflows, and best practices that improve consistency, service, and scalability across Fund Banking.
  • Mentor and guide administrative professionals by sharing knowledge, coordinating coverage, and providing day-to-day support on complex matters.
  • Coordinate onboarding, transitions, office logistics, access, and long-range administrative planning for Fund Banking leaders and team members.
  • Build effective relationships with clients, prospects, sponsors, investors, internal partners, vendors, and service providers.
  • Continuously evaluate administrative operations and recommend improvements that enhance efficiency, communication, and the client experience.
What You'll Bring
  • Strong professional presence, sound judgment, and the ability to represent Fund Banking leadership effectively in internal and external interactions.
  • Excellent written and verbal communication skills, with careful attention to tone, accuracy, and audience.
  • Exceptional organizational and time-management skills, with the ability to manage competing priorities and changing deadlines.
  • Demonstrated discretion and sound judgment when handling confidential business, client, personnel, and financial information.
  • Proactive, resourceful, and solutions-oriented, with the ability to anticipate needs and follow through with limited direction.
  • Strong relationship-building skills and the ability to collaborate effectively with executives, colleagues, clients, and external partners.
  • Ability to work independently while contributing to a collaborative, high-performing team environment.
Education & Experience
  • Minimum Required: High school degree or equivalent.
  • Preferred: College degree in a relevant field.
  • Minimum Required: 7+ years of progressive executive support experience.
  • Preferred: Experience in event management.
Licenses & Credentials
  • Minimum Required: None. #L1-JK1
Systems & Technology
  • Advanced proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
  • Experience with enterprise calendaring, expense reporting, and document management systems.
  • Ability to quickly learn and adapt to firm0specific platforms and tools.
Compensation RangeSalary: USD $80,000.00/Yr. - USD $100,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate0s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel0s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel0s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

About Stifel Financial Corp

Stifel Financial Corp is a financial services holding company headquartered in St. Louis, Missouri. The company was founded in 1890 and provides investment banking and brokerage services to individuals, corporations, and municipalities. Stifel operates in the United States, Europe, and Asia.
Learn more about Stifel Financial Corp
Size
8,600 employees
Market Cap
$6.1 billion
Industry
Net Income
$503.4 million
Founded
1890
5 Year Trend
+12.6%
Revenue
$3.8 billion
NASDAQ

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