Intern - BerkshireBanc Investment Services

Berkshire Bank • Rutland, VT

397d • $31,200 - $50,315

About The Position

The internship position at BerkshireBanc Investment Services provides administrative support to financial advisors, focusing on client interaction and maintaining operational efficiency. The role is designed for individuals looking to gain experience in the finance sector while working closely with advisors to ensure compliance and effective communication.

Requirements

• High school diploma
• Prior office/clerical experience
• Associates or Bachelor's degree in a finance-related area is a plus
• High attention to detail
• Demonstrated ability to work in a fast-paced environment
• Superior organizational skills
• Sufficient patience to perform repetitive work correctly
• Ability to fill out forms exactly
• Proficiency in MS Office Suite (e.g., Word, Excel)
• Ability to follow directions exactly.

Responsibilities

• Complete all forms correctly and submit them within one business day
• Handle phone calls from clients, transferring calls to the advisor when required
• Proactively address advisor needs
• Update CRM systems
• Perform mail merges for mailings as directed by the advisor
• Utilize COMMunity Link to access Commonwealth resources and Morningstar
• Efficiently use Commonwealth services
• Regularly review Commonwealth news items and technology updates, reporting pertinent information back to advisors
• Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED