Financial Intern For Wealth Management Firm

Financial Intern for Wealth Management Firm

Growing wealth management firm offers an exciting and professional environment with the opportunity for both personal and professional growth. Our team needs to add a part-time intern who is very computer savvy. You will work independently with the Director of Operations and with the Financial Advisors.

If you are often described as focused, a self-starter, detail oriented, dedicated, and a person with a great professional attitude, please apply today!

Principle Duties and Responsibilities:

· Provide administrative support to multiple advisors in a fast-paced environment with a high level of discretion, confidentiality, and accuracy.

· Maintain files, both electronic and hard copies, with confidentiality.

· Professionally answer phone calls from current and prospective clients and direct inquiries to appropriate personnel.

· Schedule appointments in an online calendar.

· Carefully complete new account applications and client servicing forms.

· Precisely enter data into CRM.

· Ensure timely and correct completion and submission of paperwork.

· Help to organize and maintain office common areas.

· General Office Operations as needed.

Required Skills & Experience:

· Data management with attention to detail in all tasks.

· Thrive in a fast-paced environment and are eager to accept challenging assignments.

· Ability to work independently as well as function successfully in a team environment.

· Have strong organizational skills and ability to follow set guidelines.

· Efficiently prioritize tasks in your workload.

· Proficient computer skills including Microsoft Office 365 and ability to learn new software.

· Comfort level using office equipment, including copier and scanner.

· Interest in wealth management and financial planning.

· High level of professionalism and confidentiality.

· Two or more years’ experience in office management or administration.

· College Degree preferred.

Applicant must be able to submit and pass a background & credit check at the time of job offer. Wages will be reflective of skills and experience.

About Plus Group Wealth Advisors, LLC (PGWA)

· PGWA is an independent advisory services firm focused on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants. As financial planning professionals we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication, prudent due diligence, and a personalized approach, we use our independence to craft custom solutions for the unique needs of our clientele.

· We have been a pillar of our business community for thirty years.

· Our company is known for professional excellence and exemplary customer service.

· We acknowledge that knowledgeable and committed staff are the primary foundation for our company’s success.

. We deeply value our team of highly skilled professionals and are committed to each other's success and happiness. Our culture is one of the biggest perks of working for Plus Group Wealth Advisors, LLC.

. We are headquartered in Belgium, WI, at the epicenter between Sheboygan and Milwaukee.