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Investment Intern

3 months ago

Avon, Ohio, United States Everwise Credit Union Full time

Investment Intern
We are searching for an experienced
Investment Intern.
Avon, Indiana

Position Summary:


The Investment Services Intern will gain experience in the wealth management field by providing support to the investment services team.

This position will assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the Investment Services department.

Primary Responsibilities and Duties:

  • Observe and assist the Financial Advisor III, gaining knowledge and experience in client services, solutions, and development of comprehensive portfolio plans.
  • Welcome clients, answer phone inquiries, and participate in meetings with the Financial Advisor III and client to discuss the clients financial goals.
  • Responsible for client files and data entry
  • Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:

  • Familiarity with financial modeling and investment analysis
  • Ability to analyze and interpret financial data
  • Accountable for timely completion of assigned projects.
  • Strong verbal and written communication skills
  • Excellent customer service
  • Accuracy in data entry and strong attention to detail
  • Proficiency in Microsoft Office suite (Excel, Word)
  • Accountable for the quality of work provided, documentation and follow-up with adherence to Everwise's service expectations.
  • Accountable for maintaining the strictest of confidentiality
Minimum Requirements:

  • High School diploma or GED
  • Currently attending a college or university and have taken the intermediate level courses typically in the third year of study.

Temporary Employee

Hourly Wage


Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.