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PCG Operations Coordinator
Stifel - Greenville, DE
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Senior Personal Trust Administration Officer
Stifel - Greenville, DE
The Senior Personal Trust Administration Officer administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
