Investment Intern

  • Avon
  • Everwise Credit Union
<strong>Investment Intern<br></strong> <br> <br>We are searching for an experienced <strong>Investment Intern</strong>. <br>Avon, Indiana <br> <br> <b>Position Summary</b> <b>: </b> <br> <br>The Investment Services Intern will gain experience in the wealth management field by providing support to the investment services team. This position will assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the Investment Services department. <br> <br> <b>Primary Responsibilities and Duties: </b> <br> <br>&bull; Observe and assist the Financial Advisor III, gaining knowledge and experience in client services, solutions, and development of comprehensive portfolio plans. <br> <br>&bull; Welcome clients, answer phone inquiries, and participate in meetings with the Financial Advisor III and client to discuss the clients financial goals.<br> <br>&bull; Responsible for client files and data entry <br> <br>&bull; Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.<br> <br> <b>Knowledge/Skills:</b> <br> <br>&bull; Familiarity with financial modeling and investment analysis<br> <br>&bull; Ability to analyze and interpret financial data<br> <br>&bull; Accountable for timely completion of assigned projects.<br> <br>&bull; Strong verbal and written communication skills<br> <br>&bull; Excellent customer service <br> <br>&bull; Accuracy in data entry and strong attention to detail<br> <br>&bull; Proficiency in Microsoft Office suite (Excel, Word)<br> <br>&bull; Accountable for the quality of work provided, documentation and follow-up with adherence to Everwise's service expectations. <br> <br>&bull; Accountable for maintaining the strictest of confidentiality<br> <br> <b>Minimum Requirements:</b> <br> <br>&bull; High School diploma or GED <br> <br>&bull; Currently attending a college or university and have taken the intermediate level courses typically in the third year of study.<br> <br> <strong>Temporary Employee</strong> <br> <br> <strong>Hourly Wage</strong> <br> <br>Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.<img src="https://counter.adcourier.com/YmJnZW5lcmljLjA0NDI2LjEyNTI0QHRlYWNoZXJzY3JlZGl0dW5pb25jb21wLmFwbGl0cmFrLmNvbQ.gif">