Wealth Management Intern

Queensborough National Bank and Trust Co. • Augusta, GA

3d

About The Position

This internship provides an opportunity to assist the Wealth Department with various projects and assigned duties. The intern will work closely with the firm's most experienced Wealth Planners and shadow Planning Associates. The role involves interacting with other team members and departments to provide excellent client service, completing client and advisor requests, and special projects as assigned by a manager/mentor. Responsibilities also include helping to schedule client meetings, preparing meeting presentations, data input into Advisor CRM, and answering phones. Training will be provided.

Requirements

• Training will be provided

Responsibilities

• Assist Wealth Department with various projects and assigned duties
• Works closely with the firm’s most experienced Wealth Planners
• Shadows Planning Associates
• Interacts with other team members and departments to provide excellent client service
• Completes client and advisor requests and any special projects as assigned by manager/mentor
• Helps to schedule client meetings and prepare meeting presentations
• Data input & entry into Advisor CRM
• Answer phones

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed