Join Our Team:
We are recruiting motivated interns to join our team at Pacific Capital and become a key part of our growing success. We are an exclusive and independent company that provides financial life management advice to families and business owners. We protect and grow our clients’ wealth so they can enjoy their hard-earned success. Client relationships are personal and important to us; we strive to provide a Ritz-Carlton service experience with Fed-Ex efficiency. Our core purpose is to help clients ENJOY LIFE by removing their stress about money. Learn more at www.pacificcapital.com.
You’re perfect for the internship if you:
· Have an eager interest in learning more about the financial management industry
· Initiate a positive attitude and general optimism for life and enjoy being part of a team
· Have excellent organizational and time management skills to efficiently manage several projects simultaneously
· Follow through from beginning to end and have great attention to detail
· Are able to work autonomously, follow instructions, and take initiative to complete projects
· Knowledge and experience using Microsoft Office (Word, Excel, PowerPoint)
· Strong skills in verbal and written communication (web, email, letters)
· 3.4 GPA or better at your University
- We expect our interns to average 15-20 work hours per week.
What you will do:
· Assist in the process of gathering, organizing, and entering client materials into multiple planning programs
· Help create comprehensive financial reports and identify solutions for clients to better protect or grow their wealth
· Provide research assistance in a variety of areas, including investments, economic issues, business development
· Assist in creating and using various software programs for client reports