Intern Paid - Part Time
Vertis Wealth•Chicago, IL
•Onsite
About The Position
Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all areas of the company with a variety of tasks, including client service outreach, marketing research and development, and administrative duties.
Requirements
- Currently pursuing a degree in Finance, Business, Economics, or a related field
- Strong analytical and organizational skills
- Proficient in Microsoft Office Suite, especially Excel
- Excellent communication and interpersonal skills
- Eagerness to learn and contribute to a team-oriented environment
Responsibilities
- Client service outreach and appointment scheduling
- Conduct market research
- Support the financial planning process through data entry and analysis
- Participate in internal meetings and training sessions
- Provide general administrative and operational support
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
Associate degree
