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DescriptionJoin a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.
Our Administrative internship is a paid internship and will be held from September 2024 through December 2024. Scheduled hours will be to work between 25-40 hours a week.
RequirementsResponsibilities:
Manage calendar and schedule meetings for clients, prospects and outside vendors.
Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes.
Open, transfer and close customer accounts and maintain appropriate account records.
Respond to incoming emails and phone calls in a professional manner.
Update CRM database and client records
Qualifications:
Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
Proficiency in Microsoft Excel, Word and Outlook, and Adobe
CRM Database experience preferred, not required
Culture andCore Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
Honesty
Integrity
Respect
Balanced Life
Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Seniority level
Internship
Employment type
Internship
Job function
Administrative
Industries
Accounting
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Introduction: My name is Terence Hammes MD, I am a inexpensive, energetic, jolly, faithful, cheerful, proud, rich person who loves writing and wants to share my knowledge and understanding with you.
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