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Finance Advisory and Service Intern

Harlow Wealth Management
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The Intern will be part of a growing team of professionals with a project-oriented focus towards the betterment of our day-to-day prospect, and client targeted interactions. As a key member of the Harlow Team, the intern will work on a variety of projects that will help the organization increase the high touch level of service we provide to clients as well as receive a broad introduction into the financial services industry.

JOB DUTIES

1.      Complete and process client service work as needed

2.      Retrieve financial statements for advisors from custodian and insurance carrier

           website

3.      Organize, file, and manage client documents and records

4.      Develop understanding of annuities, life insurance products, and retirement accounts 

           through specialized training sessions

5.      Handle various small and large-scale projects utilizing excel in order to organize,  cleanup and analyze data                       

6.      Opportunity to attend meetings with prospective clients looking for a financial advisor

7.      Consult with internal team members and advisors to assist in determining the best 

          solution for the identified business problems

8.      Assist in any marketing efforts:

a.      Client or prospect events

b.      Plan, create and schedule engaging content for Harlow’s Social Media channels.

 

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge

·       Intermediate knowledge of Microsoft Office (Word, Excel and Outlook)

Skills

·       Excellent problem solving and trouble-shooting skills

·       Solid written and active communication skills

Abilities

·       Ability to demonstrate persistence to achieve quality

·       Ability to prioritize day-to-day tasks, projects and manage time

·       Ability to work independently and adapt quickly to new technologies/systems

·       Ability to be flexible, resourceful, quick to learn and adapt to change

 

Attributes

·       Enjoys completing and processing documents

·       Highly organized with strong follow-thru

·       Willing to work as part of a team

·       Self-directed initiative

 

MINIMUM REQUIREMENTS

  • Pursuing a Bachelor's degree in a Accounting, Business, Finance or related discipline
  • 3.0 gpa in major as well as cumulative GPA
  • Authorized to work in the U.S.