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Financial Services Intern

Financial Decisions, Inc.

This is a Full-time position in New York, NY posted December 21, 2021.

Successful, well established financial planning firm has a great opportunity in their insurance department for an undergraduate student who would like to gain business experience.

Responsibilities will include scanning files into database and cataloging them into appropriate categories, managing social media networking and managing the weekly calendar.

Intern would also be responsible for assisting with bookkeeping duties.

Student will gain insight into daily practices of a financial planning firm catering to high net worth clientele.

Position is available immediately.

The hours are flexible around the student’s schedule; however, the ability to spread work hours out over 3-5 business days is preferred.

In addition, as this training is somewhat intensive, we prefer students who are interested staying on to work with us beyond the fall semester.

We will provide documentation and verification of hours for any applicable school credit available.

Ideal candidates will possess the following qualifications:
Undergraduate student
Detail oriented
Accurate data input skills
Proficient in Word and Excel
Strong interpersonal skills
Job Type: Internship

New York, NY 10017 (Required)