Intern for Financial Advisory Firm
First Street Wealth Advisors – San Jose, CA 95134
Part Time Position – 3 days a week
$17.95 per hour
Requirements:
· Proficient with Microsoft Office and Adobe Acrobat
· Basic computer literacy
· Able to maintain a high degree of confidentiality
We are looking for an individual with a mastery of Microsoft Office (Word, Excel, PowerPoint, Publisher), is competent or capable of developing the competency to work with our software-based tools (CRM, planning and processing software) and has a grounded understanding of how computer systems work.
The Intern will work in a support capacity for the Client Service Associate of two Financial Advisors. The Intern will be a friendly voice answering phone calls and addressing Clients’ admin related concerns along with handling back office related activities such as account administration, CRM upkeep, Client meeting prep, along with a host of other responsibilities.
Main areas of responsibility for the Intern will include but are not limited to:
Communication
o Answer Phones
o Manage General Correspondence
Assist in Maintain the Company Calendar
o Schedule Meetings
o Coordinate Schedules
o Handle Task placement
Support the Client Service Associate in Meeting Preparation
o Assemble Portfolio Review Material
o Create Required Paperwork
Manage Paperwork and Documentation
o Filling of Documentation both Physical and Electronic
Handle Administrative Activities
o Account Information Changes
