The initial job title of the Intern will be the following: Finance Intern.
Intern will be expected to perform will be the following:
a. Calling prospects to set appointments.
b. Emailing prospects to garner interest.
c. Emailing potential advisor prospects to schedule interviews.
d. Document preparation.
e. Summarize webinar highlights and present them to staff or management.
f. Data Entry.
g. Data reconfiguration in excel to be uploaded into our CRM (Client Relationship
Management) system.
h. Other applicable duties the Intern is deemed able to perform.