Intern, Financial Planning and Operations
Overview
The ideal intern has a willingness to learn from experienced professionals in an intimate, fast growing, entrepreneurial RIA firm – 2021 Winner of WBJ’s Best Places to Work. The CSA Intern shall assist and work with the Advisory Services team and be responsible for assisting with general office duties including, but not limited to, research, data entry, filing and general coordination. This position could lead to a full-time role with our firm depending on performance.
Duties & Responsibilities
- Has the ability and willingness to follow directions given and to perform assigned duties in accordance with applicable guidelines, policies and procedures.
- Learns and becomes proficient on internal software systems.
- Supports with clients’ needs and requests.
- Assists in preparing information, reports and presentations for client meetings.
- Assists in managing the flow of paperwork.
- Manages databases and input information, data, and records. Cleans up client data that may be out of date or inaccurate.
- Downloads documents from the document storage software and saves them into the appropriate files. Maintains files and organize documents.
- Completes special projects as requested.
Qualifications & Skills
- In 4th / Senior year of an accredited university/college program.
- Strong written and oral communication skills
- Highly motivated with a desire to learn
- Attention to detail and strong organization skills
- General knowledge of investment & insurance products
- Proficient computer skills, including Microsoft Office Suite – Excel, Word, PowerPoint, Teams
- Self-directed and able to work without supervision
Benefits
- Shadowing, mentoring, and training opportunities with our experienced team of finance professionals
- Hands-on application of finance principles in a fast-paced work environment
- Opportunity to attend weekly meetings and occasional networking events
- Compensation available