Intern

Description:

• Observe the Wealth Team functions
• Engage with Wealth Team clients and prospective clients
• Share feedback and ideas on observations while being open to feedback and direction
• Perform other duties as assigned

Preferred Skills:

• High school diploma or equivalent
• Actively enrolled in a Bachelor or Master’s degree program. Pursuing a related industry degree
• Proficient in Microsoft Office Suite
• High degree of organizational skill and problem-solving ability
• Ability to work independently as a self-starter
• Strong attention to detail and organization
• Excellent telephone etiquette, communication, and organizational skills, as well as excellent written
  and verbal communication skills
• Desire to learn and invest passion and commitment towards the company vision
• A willingness and flexibility to do “whatever it takes” for “whoever needs it” to foster the growth
  and success of the business
• Ability to embrace and live the company’s core values