Investments Intern

LMCU • Knapp, WI

15h • Onsite

About The Position

The Investments Intern will support the Investments department by analyzing fixed annuity data, coordinating timely client outreach, and maintaining accurate investment-related records.

Requirements

• Major in Business, Accounting, Finance, Economics, or related field of study is preferred.
• College student at freshmen, sophomore, junior, senior, or master level status, or a recent college graduate within the last 3 months.
• 3.0 GPA or greater preferred.

Responsibilities

• Research and analyze MaxWealth Management’s book of fixed annuity business to determine surrender dates.
• Shadow operations team to gain exposure to FIRNA and SEC compliance and regulations related to processing securities industry transactions and paperwork.
• Shadow financial advisors to gain exposure into their day-to-day responsibilities.
• Review existing and enter new data in relationship management software to maintain accurate reporting of member accounts who are also investment clients.
• Coordinate and schedule reminders for financial advisors to contact clients prior to surrender dates to discuss available options.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed