Start Date: ASAP or June 2021
Francis Financial, Inc. is offering a high-quality experience that will help jump-start your career!
We are looking for a reliable and passionate intern who is interested in getting practical experience in financial operations. This is a cross functional role that will support the client services and advisory teams of Francis Financial. The intern will assist with advisor service requests, utilize the firm’s technology platforms, and support with implementing new processes as needed. The intern will play an integral role in the daily support of the firm’s operations and report directly to one of our Financial Analysts.
Responsibilities include: establishing new accounts, managing client and custodian paperwork, generating client portfolio reports, collecting client data, preparing financial models and financial documents under guidance of senior advisors and managing the administrative work related to clients and firm activities
Qualities necessary for the internship:
- Incredible attention to detail
- Quick learner, proactive and resourceful
- Easily establishes a rapport with people
- Trustworthy and energetic
- Enjoys challenges and likes solving problems
- Excellent written and verbal communication skills
- Exhibits strong multi-tasking abilities
About the company: Francis Financial is an independent fee-only boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Our firm has a fun and fast-paced environment. Benefits include unlimited working from home, weekly personal training and team happy hours.
Compensation: This is a PAID internship
Please submit your resume to email@example.com.
For more information about Francis Financial, please visit our website: www.francisfinancial.com