Wealth Planning Co-Op
About The Position
Glenmede Wealth Planning advises individuals and families on complex matters related to estate planning, income taxes, insurance, retirement, budgeting, and investments, primarily through the production and presentation of financial planning deliverables. This role centers on many key administrative responsibilities of Glenmede’s Wealth Planning team. You will be responsible for ensuring the safe transfer of client data between systems, communicating with Glenmede colleagues regarding client matters, and ensuring clients have a seamless experience using Glenmede’s digital portals. This role will help you sharpen written and verbal communication skills, develop an understanding of the wealth management industry, and learn how to use technological systems that could be foundational in your career.
Requirements
- Proficiency with Microsoft Office apps, especially Outlook, Excel, and Word
- Skills: attention to detail, eagerness to learn, inquisitiveness, time management, organizational skills
Nice To Haves
- Prior Finance/Accounting/Statistics/Economics coursework preferred
- Prior experience with eMoney and/or Salesforce welcomed, but not required
Responsibilities
- Ensure the success of the highest priority initiatives for Private Wealth
- Act as the bridge between business sponsors and infrastructure partners
- Establish a partnership culture for every project
- Support issues, remediation, and program enhancements
- Syndicate deliverables, timelines, and ROIs for projects of all sizes
- Assist Private Wealth and Technology teams across multiple projects
- Identify new opportunities to increase efficiency
- Participate in companywide presentations.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
251-500 employees
