About the role#
The Investment Assistant Intern provides support to Financial Advisors and Investment Assistants. You will gain firsthand experience in wealth management operations and client services. This role requires discretion and a commitment to professional standards while handling confidential client information.
What you'll do#
- Process new account and service-related forms.
- Follow up with sponsor companies regarding form submissions.
- Perform data entry into Money Guide Pro for financial plans.
- Review books of business to identify improvement opportunities.
- Attend client and prospect meetings to take notes.
- Enter meeting notes into the CRM system.
- Create and print proposals.
- Answer phones when the Sales Assistant is away.
- Help build a uniform client onboarding process.
- Assist in optimizing office workflows.
- Add new clients to email distribution lists.
- Populate and complete Advisory Review Reports in Clientworks.
- Provide general support to the manager and department colleagues.
- Complete all required bank training within set timelines.
What you'll need#
- Proficiency in Word and Excel.
- Strong verbal and written communication skills, including the ability to edit work.
- Ability to solve problems logically.
- A flexible, team-oriented approach to work.
- High degree of personal integrity and an ethical approach to work.
- Ability to work well with associates at all levels.
- High school diploma or equivalent.
- Bachelor’s degree or enrollment in a financial studies program is preferred, though relevant experience may substitute.
Location & details#
- Location: Tallahassee, Florida.
- Modality: On-site in a professional office environment.
- Schedule: Part-time, 20 to 29 hours per week, Monday through Friday.
- Terms: Rolling internship.
About Capital City Bank Group, Inc.
Capital City Bank Group, Inc. is a financial holding company based in Tallahassee, Florida. Founded in 1895, the organization operates 57 banking offices and 86 ATMs across Florida, Georgia, and Alabama. It provides services including deposit and credit products, mortgage banking, asset management, and securities brokerage. The company holds approximately 4.3 billion dollars in assets and employs between 501 and 1,000 people.
How to get in at Capital City Bank Group, Inc.
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