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Job Description: Marketing and Operations Intern

 

Position: Marketing and Operations Intern 

Location: Hybrid (Atlanta, GA or Covington, LA) OR fully remote (for the right candidate) 

Duration: 10 Week Summer Internship 

 

About Us: 

BEAM Wealth Advisors, Inc. is a growing financial advisory firm committed to providing exceptional wealth management and financial planning services to our clients. We believe in nurturing talent and providing valuable learning opportunities. Our internship program is designed to give you hands-on experience in the world of marketing and operations and prepare you for a successful career in this field. 

*Please note, we also have a DBA (Doing Business As): Benedetti, Gucer & Associates 

 

Job Overview:

As a Marketing and Operations Intern, you will play a vital role in shaping our processes, enhancing client experiences, and driving innovation across our organization. You will gain hands-on experience with content creation, various social media channels, operational process improvement, event planning, and more. Whether you’re organizing data, creating eye-catching social media content, or improving client engagement strategies, your contributions will make a difference. 

 

Compensation:  

This is a full-time 10-week summer internship with an hourly rate of $15/hour.

 

Key Responsibilities: 

  • Content Development & Social Media Strategy: 
    • Collaborate with the Marketing and Operations team to design engaging social media and other marketing content using Canva, PowerPoint, Adobe InDesign and other design tools.
    • Research strategies to grow engagement on social media channels, including Facebook, LinkedIn, Instagram, and YouTube.
  • Operational Efficiency:
    • Help create, test, and implement automated workflows while identifying opportunities to enhance efficiency and streamline processes.
    • Provide administrative support on tasks such as audits, project tracking, and data entry to aid in overall operational efficiency.
  • Event Planning:
    • Assist in planning and coordinating events, including managing invitations, researching venues & costs, booking travel, vendor communication, and tracking logistics.
  • Data Management:
    • Partner with the Operations team to update and refine Standard Operating Procedures for improved consistency and clarity across the firm.
    • Contribute to data management efforts by reviewing, updating, and organizing client data to ensure accuracy and accessibility. Assist in organizing internal documents using Microsoft SharePoint.
  • Firm Projects: 
    • Collaborate with other interns and team members to complete important projects such as Client Relationship Manager data management and clean-up, developing and refining standard operating procedures, client experience enhancements, etc. 
  • Professional Development: 
    • Immerse yourself in marketing and operational concepts, terminology, and industry best practices through training and mentorship.
    • Actively participate in firm lead professional development sessions to prepare yourself for your career post-graduation. 
    • Attend Development Meetings: Monday Morning Huddle, Operations Training, and Advisor/Marketing Strategy Meetings.

 

Projects & Outcomes:

  • Firm Evaluation: As a project, create a SWOT (strength, weakness, opportunities, threats) analysis of our firm and provide feedback on ways to improve operations and the client experience. [Week 8]
  • Operations Write-Up: Complete a write-up reviewing operational processes and ways to implement changes. [Week 8]
  • Content Calendar: Create an engagement growth strategy and content calendar for all active social media channels and present it to the leadership team. [Create – Week 8, Present – Week 10]

 

Desired Skills and Experience: 

  • Currently pursuing a degree in marketing, communications, business, finance, or a related field
  • A proactive and resourceful attitude with a willingness to learn
  • Proficiency in Microsoft Office (Teams, Excel, Word, PowerPoint)
  • Design proficiency in Canva, Adobe products is a plus
  • Creative mindset for marketing and client engagement projects
  • Strong attention to detail and organizational skills
  • Ability to manage multiple projects and meet deadlines
  • Excellent communication and collaboration skills

 

How to Apply: 

If you are enthusiastic about launching your career and meet the qualifications mentioned above, please submit your resume.

Join us at BEAM Wealth Advisors, Inc. and take the first step toward becoming a successful Marketing and Operations Specialist in the financial services industry, leading impactful initiatives that drive firm-wide success. 

 

Note: This job description is intended to convey information essential to understanding the scope of the internship and the general nature and level of work performed. It is not exhaustive and may be revised to meet the changing needs of BEAM Wealth Advisors, Inc.