Onsite Wealth Management Admin Intern

KerberRose; Shawano (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

KerberRose Wealth Management offers an onsite internship in Wisconsin to support office operations, manage calendars, and assist with relationship development. The role requires being based in one of our offices in Appleton, Green Bay, Shawano, WI, or Marquette, MI, and provides exposure to the wealth management industry with opportunities for long-term employment.

Join a professional team that values ethics, integrity and client service while gaining hands-on experience in administrative and

Qualifications

• Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required

Responsibilities

• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Respond to incoming emails and phone calls in a professional manner.
• Update CRM database and client records

Skills

CRM familiarity

Education

Two-year or four-year business degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe

Job description

KerberRose Wealth Management offers an onsite internship in Wisconsin to support office operations, manage calendars, and assist with relationship development. The role requires being based in one of our offices in Appleton, Green Bay, Shawano, WI, or Marquette, MI, and provides exposure to the wealth management industry with opportunities for long-term employment.

Join a professional team that values ethics, integrity and client service while gaining hands-on experience in administrative and