Description:

This is an opportunity for a friendly, motivated, team player to interface with clients and learn how a financial advisory firm operates. Duties include answering phones, assisting with filing, organizing mailing to clients, inputing and updating client contact database, and job shadowing with our managing principal to learn more about being a financial advisor.

Qualifications:

Professional appearance and demeanor is a must as this position will include face-to-face time with clients. A positive, can-do attitude is mandatory for success in the financial advisory field. The ability to multi-task and comfortably use Microsoft Word, Excel, and Outlook will be key to success in this position.

Hours:

8am-12pm Monday through Friday

Length/Availability:

Undetermined

End Date:

3/1/2010,

Additional Info:

Our goal is for this position to grow into a full time paying position with the firm. Those with a desire to excel in the financial advisory field are preferred and will have a great opportunity to jump-start their careers through this internship.

Tags:

financial  advisor    client  relations    database  management 

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