Paid Administrative Finance Internship-Charlotte Area
Listed on 2026-09-14
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Business
Business Administration, Finance Assistant -
Finance & Banking
Business Administration, Finance Assistant
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
- 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
- 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.
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