Analyst Internship
This is an internship position, which will mostly be setting initial appointments with our financial advisors for investment consultations and administrative tasks to assist the financial advisors daily tasks. Some advertising, marketing experience is a plus. Occasionally there may also be ad-hoc research and administrative projects to assist the office staff.
Requirements
- 15-35 hours per week
- Basic knowledge and strong interest in finance and sales as a potential career path
- Ability to follow directions and meet deadlines
- Passing a compliance background test
- Proficiency in MS Office Products
- Ensures contract compliance on all activities
- Assist with special projects as required
- Assist with coordination of information flow with both internal and external auditors
- Performs other duties as may be assigned by management
Qualifications:
• Must be actively pursuing a Bachelor’s degree in Accounting, Finance, Business, IT, or Marketing
• Demonstrated capacity to thrive in a dynamic environment, consistently achieving outcomes and delivering top-notch services within tight timelines.
• Demonstrated experience to execute multiple tasks simultaneously working in a team or independently
• Excellent organizational, interpersonal, written and verbal communication skills
About Our Company
CAM Private Wealth Services is an independent wealth management practice that custodies client assets through BRiley Wealth Management. Our team provides financial planning services and investment advice to high net worth individuals and businesses.
Reimbursement or hourly pay available if candidate is qualified. Otherwise an Unpaid position.