Student Worker

About the Role:

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

• An interest in financial services and developing a career in wealth management

• Prior office experience in a corporate or university setting preferred

• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred

• Experience with the Microsoft Office package