The Investment Services Intern provides administrative and functional support to the Investment Services Department. This position will support the sales and service model of the program and will require learning core software solutions such as Salesforce, BranchNet and the Referral and Lead Management system (RLM).
The Investment Services Intern Experience will include:
To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. The individual must be able to successfully pass background checks.
Personal Finance, Accounting, Finance, Business or a related major
Must be part-time in school or currently enrolled (active) and have completed two semesters of coursework in an accredited college or technical school. The ideal candidate will have a genuine interest in the financial landscape with special emphasis on Wealth Management. The individual should have a solid understanding of financial concepts.