Intern
About The Position
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Goals & Objectives Introduce the intern to the wealth management industry. Intern will have the opportunity to work closely with the advisory team and office staff in the preparation of client documents, the scheduling of client reviews, and the execution of miscellaneous wealth management functions.
Requirements
- Preferably Pursuing bachelor’s degree in finance, accounting, or economics.
- Preferably students between their junior and senior years
- Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
- Detail oriented, highly organized and adaptable
- Proficient with Microsoft Office Suite or related software
Responsibilities
- Prepare Client Review Packets
- Gather client data and materials in preparation for client reviews
- Prepare client review packets for the advisory team
- Create summary letters for client reviews
- Update Client Information
- Update client background and financial information in Salesforce after each client review
- Scan and upload documents into the Salesforce cloud
- Client service task creation and confirmation in Salesforce
- Data entry projects, including auditing and updating Salesforce data
- Miscellaneous Office Projects
- Support the team with ad hoc projects relating to office management, report generation, and administration
- Perform data integrity audits in various software
- Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology
Benefits
- Training and professional development
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Career Level
Intern
