Seeking a diligent, conscientious, and detailed oriented student who can commit to a 6-month internship designed to support our Client Services & Reporting department starting Fall 2024. This department focuses on delivering the highest quality, first class service to our ultra-high-net-worth clients. Offering a suite of services that range from customized reporting, premium invoicing, task management, or the preparation of client life insurance portfolio reviews, the root of this department stems from a disciplined approach towards servicing and monitoring the performance of our client portfolios.

Excellent opportunity to expand your skill set in a fast-paced, entrepreneurial environment. Must be dedicated, reliable, and proactive with a strong willingness to learn and grow.

Position Responsibilities:

• Provide support with compliance forms, project tracking, and file organization
• Ensure the timely delivery of reports by maintaining excellent task management and prioritization skills, while working closely with insurance companies and colleagues
• Update and organize fund information
• Upload or manually enter fund data into reporting database
• Provide assistance with project work and miscellaneous administrative tasks (e.g. copying, scanning, data entry)

Ideal Candidate Will Possess the Following:

• Pursuing a Bachelor’s degree
• Highly detailed oriented with a strong ability to organize and prioritize
• Proficiency in Microsoft Office, especially MS Outlook and Excel
• Strong Excel background a plus
• Reliable and committed to a 6-month internship assignment
• Available full-time through early August; Must be available to intern 18-20 hours/week during the Fall semester
• Comfortable working from the office
• Effective communication and interpersonal skills / team player
• Must be proactive and take initiative with strong follow through
• Positive, can-do attitude