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Financial Planning Intern

Employer
Journey Wealth Partners
Location
Concord, Massachusetts
Salary
20.00 per hour
Closing date
Mar 15, 2024

View more

Job Role
Administration
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

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.

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