Intern - Financial Planning/Client Services

Ripple Impact NW; Vancouver (WA); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

PTO accrual

Cultural perks

Job summary

Johnson Bixby in the SW Washington/Portland area offers a paid internship where you’ll learn to support client services, planners, investment and accounting teams while you develop professional finance skills.

You’ll participate in meetings, complete basic data entry and research, observe experienced professionals, and gain real-world experience in financial planning and client experience.

Qualifications

• Bachelor's degree or currently enrolled in an accredited college or university in related field.
• Some related experience, internship, and/or training in a business environment.
• Minimum GPA of 3.0.
• Computer experience in Microsoft Office, especially Excel and Word.
• Ability to work independently with minimal supervision.
• Multitasking and prioritization skills.
• Strong communication skills in writing and speaking with clients and team members.
• Ability to work at a sustained pace while producing quality work.
• Ability to respond to inquiries from clients, regulatory agencies, or business community.

Responsibilities

• Provide support to client services, planner, investment, accounting, and administrative teams.
• Learn processes and procedures of the Client Services Department.
• Perform basic data entry and research for departmental projects.
• Work with client service team members to ensure a smooth client experience.
• Meet with professionals to expand knowledge and resources for your career.

Job description

Come and make ripples of positive impact with us.

At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.

We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together - Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.

About Johnson Bixby

Johnson Bixby is passionate about empowering and mentoring the next generation of leaders in financial services professions. As one of the leading financial planning firms in the SW Washington/Portland area, we've helped clients plan for life's possibilities since 1983.

We are offering an exciting paid intern opportunity where you will:

• Learn to help prepare for client meetings and provide client services.
• Dive into a finance or accounting project to gain some real world experience.
• Observe and interact with a team that focuses on the client experience and being high level professionals.
• Learn about the financial planning industry and the various roles inside our firm.
• Understand project management in relation to accounting, finance and financial planning.
• Learn how to collaborate with a team as well as provide effective feedback through a final project.

What you'll get to do:

• Provide support to our client services, planner, investment, accounting, and administrative teams.
• Learn the process and procedures of the Client Services Department.
• Perform basic data entry and research for various departmental projects that must be completed in a timely manner.
• Work with client service team members to ensure a smooth and seamless client experience.
• Meet with our professionals to expand your knowledge and resources to help prepare you for your career.

What You'll Bring to Us:

• Bachelor's degree or currently enrolled in an accredited college or university in related field.
• Some related experience, internship, and/or training in a business environment.
• Minimum GPA of 3.0
• Computer experience in Microsoft Office, especially Excel and Word.
• Ability to work independently with minimal supervision.
• Multitasking skills as well as the ability to prioritize work.
• Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
• Ability to work at a sustained pace while producing quality work.
• Ability to respond to common inquiries or complaints from clients, regulatory agencies, or members of the business community.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, future value, and present value.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Perks

Interns accrue PTO at the rate of 1 hour for every 40 hours worked. You can also look forward to cultural perks such as community lunches, wellness activities and more!

Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.