Intern - Financial Planning/Client Services
About The Position
Johnson Bixby is passionate about empowering and mentoring the next generation of leaders in financial services professions. As one of the leading financial planning firms in the SW Washington/Portland area, we’ve helped clients plan for life’s possibilities since 1983. We are offering an exciting paid intern opportunity where you will learn to help prepare for client meetings and provide client services, dive into a finance or accounting project to gain some real world experience, observe and interact with a team that focuses on the client experience and being high level professionals, learn about the financial planning industry and the various roles inside our firm, understand project management in relation to accounting, finance and financial planning, and learn how to collaborate with a team as well as provide effective feedback through a final project.
Requirements
- Bachelor’s degree or currently enrolled in an accredited college or university in related field.
- Some related experience, internship, and/or training in a business environment.
- Minimum GPA of 3.0
- Computer experience in Microsoft Office, especially Excel and Word.
- Ability to work independently with minimal supervision.
- Multitasking skills as well as the ability to prioritize work.
- Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
- Ability to work at a sustained pace while producing quality work.
- Ability to respond to common inquiries or complaints from clients, regulatory agencies, or members of the business community.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, future value, and present value.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Responsibilities
- Provide support to our client services, planner, investment, accounting, and administrative teams.
- Learn the process and procedures of the Client Services Department.
- Perform basic data entry and research for various departmental projects that must be completed in a timely manner.
- Work with client service team members to ensure a smooth and seamless client experience.
- Meet with our professionals to expand your knowledge and resources to help prepare you for your career.
Benefits
- Paid internship
- Accrue PTO at the rate of 1 hour for every 40 hours worked
- Community lunches
- Wellness activities
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What This Job Offers
Career Level
Intern
