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Research Assistant

Stifel
New York, New York, United States
Full-time

The Research Assistant assists the market research team in gathering data to assess the potential market for a product or service.

This role will perform various administrative functions, serve as backup to peers, and facilitate the smooth operation of day-to-day department activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

  • Make all travel arrangements for assigned business groups / sectors via the online system per Firm and department policy.
  • Process all expense reports via the Corporate Accounting electronic expense system per Firm and department policy.
  • Input client / transaction information into Salesforce and manage updates for the group as requested.
  • Coordinate client and other meetings, including catering, materials, room reservations, and scheduling.
  • Handle highly confidential information involving client information, deals, etc., with the utmost discretion.
  • Work with management and team lead to assist in onboarding new hires in the department.
  • Maintain office supplies for groups supported and oversee any requests for Facility services for groups supported.
  • Greet visitors and callers and direct them to appropriate individuals / groups; handle / respond to inquiries; take messages and transfers / direct them to appropriate parties for assistance;

research questions and resolve problems.

  • Compose, type, and routine correspondence.
  • Operate and assist in maintaining office equipment and may troubleshoot issues when appropriate.
  • Create and maintain spreadsheets for tracking purposes involving client information, conferences, etc.

QUALIFICATONS

  • Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.
  • Excellent communication and problem-solving skills.
  • Strong organizational and time management skills.
  • Works independently.
  • Has the ability to multitask and adapt to changing priorities.
  • High level of attention to detail and accuracy.
  • High level of professionalism and confidentiality.

EDUCATION AND EXPERIENCE

  • Minimum Required : High School diploma or equivalent work experience.
  • Minimum Required : 3+ years of administrative experience.

LICENSES AND CREDENTIALS

Minimum Required : None.

SYSTEMS AND TECHNOLOGY

  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • 30+ days ago
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