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Paid Administrative Finance Internship-Charlotte Area

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: RETIREMENT & ESTATE PLANNING SERVICES, INC.
Part Time, Apprenticeship/Internship position
Listed on 2026-09-14
Job specializations:
  • Business
    Business Administration, Finance Assistant
  • Finance & Banking
    Business Administration, Finance Assistant
Salary/Wage Range or Industry Benchmark: 17000 - 25000 USD Yearly USD 17000.00 25000.00 YEAR
Job Description & How to Apply Below

Hello! I am seeking a motivated college student or recent graduate to join my financial planning and estate planning practice as a paid part-time Administrative Finance Intern in the Charlotte area. This is an exciting opportunity for someone eager to gain real-world business experience.

This is an excellent opportunity for someone interested in gaining real-world experience in financial services, business operations, client relations, and professional development.

What you’ll gain experience with:
  • Learn how a successful financial planning and estate planning practice operates
  • Linked In marketing and networking
  • Business operations and technology
  • Event and seminar coordination
  • AI tools and workflow optimization
Requirements:
  • 20+ hours a week
  • High school diploma required; current college students and recent graduates preferred
  • Strong written and verbal communication skills
  • Professional, organized, and detail-oriented
  • Proficiency with Microsoft Excel, Word, and spreadsheets
  • Experience with Zoom, Linked In, and basic business technology platforms
  • Familiarity with CRM systems and data management
  • Experience using AI tools such as ChatGPT, Otter, or similar productivity software
  • Basic understanding of financial planning, business operations, or financial processes preferred
  • Strong time management and organizational skills
The ideal candidate is someone who:
  • Communicates professionally and responds promptly
  • Is organized and detail-oriented
  • Follows directions well and takes initiative
  • Is comfortable learning new technology and software
  • Has leadership experience, internship experience, or involvement in student organizations

Majors such as Finance, Business Administration, Marketing, Communications, and Entrepreneurship are encouraged to apply, but I am primarily looking for someone with a strong work ethic, curiosity, and a willingness to learn.

This is a flexible, paid part-time Administrative Finance Intern position with hands-on exposure to the financial planning and estate planning profession.

Position Requirements
Less than 1 Year work experience
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