Bronfman E.L. Rothschild in search of a wealth management intern for our Rockville, MD office. As an intern, you will support Directors, Wealth Advisors, and Client Associates in the diverse aspects of client relationships and in various firm-wide initiatives. Wealth management interns report directly to an assigned member of the BELR team.
Actively service client accounts by processing necessary paperwork for accounts, track and monitor account/asset transfers, process transaction requests as directed. Create and execute rebalance reports, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
Assist with the development of client financial plans through utilization of financial planning software.
Participate in portfolio construction projects with members of the BELR wealth management team.
Develop positive relationships by handling administrative requests from team members on behalf of clients or otherwise. Handle client matters in a timely and efficient manner.
Assist with the reconciliation and review of financial data.
Conduct investment research for clients or firm-wide initiatives.
Assist in the review and allocation of 529 college savings plans.
Research client issues as directed and present data.
Senior, rising senior, or recent college graduate
Definitive interest in wealth management and client service
Ability to manage and prioritize multiple projects effectively in a fast-paced, dynamic, and high performance work environment
Excellent attention to detail
Strong interpersonal and communication skills
A dedication to teamwork and a hard-working attitude
Capacity to think critically and devise creative solutions
Proficiency in Microsoft Word, Excel, and PowerPoint
Based in Rockville, Maryland, Bronfman E.L Rothschild creates, grows, and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With nine offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement pla...n sponsors, managing more than $4.2 billion in assets*. Our in-house research capabilities and the collective expertise of our team is supported by our collaborative, client-focused culture. Our 75 employees adhere to a high standard of fiduciary care—we are a CEFEX-certified fiduciary—as we seek to form a true and objective partnership with each client we serve.*as of 9/30/16