Senior Fund Banking Executive Assistant

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

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 firm‑specific platforms and tools.

Compensation Range

Salary: 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 candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s 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 Stifel’s current offerings, please visit …