Financial Planning Intern

Financial Planning related
• Adding planning articles to cloud based library
• Data entry in various subscription based planning programs
Marketing Support
• Database cleanup/editing
• Reporting (database lists)
• Mailings (create labels, prepare envelops)
• Fact checking
• Helping with client events
Client related
• Scan
• File
• Create folder labels
• Compile client binders
• Prepare client information kits
• Create client share spaces
Administrative
• Shred
• Organize filing cabinets
• Data Entry: enter business cards; client information; etc.
• Pick up daily mail
• Water plants
• Take out trash
• Light cleaning/wash client coffee mugs
• Stock client refreshments
Must have a car, must have two references and background check is required.