Student Worker

As a Student Worker, you will support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation, and performance reports. You'll be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations.

Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)

Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections

Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling

Prepare for client meetings and presentations

Create quarterly performance reports and distribute to clients

Conduct cost basis research

Perform additional duties and assist with projects as assigned

Excellent customer service skills and exceptional telephone etiquette

Demonstrates a high level of professionalism and positive attitude