Wealth Management Intern

Inter for a wealth management firm

Opportunity to learn and gain hands on experience in wealth management, with the potential to apply for a long term position

Responsibilities will include, but are not limited to:

- Communicate with clients (emails and phones)

- Process and generate documents and reports

- Create, update, and maintain excel spreadsheets

- Maintain the office’s records

Skills and character:

- Fluent in English and Spanish

- Basic excel proficiency

- Reliable and loyal

- Organized

- Good communication skills and service oriented

- Diligent and able to multi-task

- Punctual

- Detail oriented

- Fast learner

- Undergrad degree in finance, economics, math or any analytical degree (a plus)

Benefit Conditions:

On location position - no remote work

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous
• Detail-oriented -- would rather focus on the details of work than the bigger picture

Job Type: Part-time

Work Location: In person