Administrative Intern

Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Responsibilities:

· Manage calendar and schedule meetings for clients, prospects and outside vendors.

· Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes.

· Open, transfer and close customer accounts and maintain appropriate account records.

· Respond to incoming emails and phone calls in a professional manner.

· Update CRM database and client records...