Financial Planning Internship

Essential Duties and Responsibilities:

Greets clients and prospective clients in a friendly and sincere manner

• Interacts daily on the phone and in-person with prospective and existing clients including handling basic inquiries.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
• Handles miscellaneous operational activities.
• Maintains databases
• Assists Financial Advisors with marketing efforts including seminars, etc.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.
• Tracks projects from beginning to end
• Industry and company specific research to identify investment worth