Wealth Advisory Intern
About The Position
About this Opportunity: As an Intern, you will be responsible for administrative support, data entry, and other specially assigned projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always , push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Requirements
- Has ability to provide quality customer service
- Has ability to interact with other departments in the organization
- Has minimum of a high school diploma or equivalent
Nice To Haves
- Preferably be a current student in Junior or Senior standing working towards a bachelor’s degree in an applicable field
- Preferably has prior experience in general administrative or customer service duties
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Responsibilities
- Ensure forms, policies, systems and other information are kept current
- Maintain files in compliance with applicable legal requirements
- Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)
- Assist with data gathering and spreadsheet preparation for projects as assigned
- Assist in gathering requested information and files
- Assist with projects assigned by manager
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment
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What This Job Offers
Career Level
Intern
Education Level
High school or GED
