Internship - Financial Operations (Year-Round)
Core
Support day-to-day financial operations processes, improve efficiencies, and deliver timely service for businesses, Financial Advisors, and clients.
Role type
Financial Operations Intern
Builds
Transaction and account lifecycle support, process improvements, and client service delivery
Domain
Financial Services / Operations
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, data analysis, process improvement, account management, transaction processing
Preferred skills
SQL, automation, system testing, data analytics
Responsibilities
Support day-to-day processes for businesses, Financial Advisors, and clients; Contribute to projects focused on improving processes and increasing efficiencies; Partner with associates to answer questions, research issues, and deliver timely service; Analyze data, prepare reports, and document processes; Participate in system testing; Build experience with technology and data tools
Seniority
Intern