Financial Services Coordinator

3 weeks ago


Marquand, Missouri, United States Cerity Partners Full time
Job Summary

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Coordinator. This is a paid internship program (30-40 hours/week) that offers a unique opportunity to gain experience in a professional environment.

Key Responsibilities
  • Shadow and participate in client presentations, utilizing CRM and financial planning software systems
  • Assist Financial Advisors with preparation of financial documents and performance reports
  • Perform research on stocks, bonds, and other securities using investment software like Bloomberg and YCharts
  • Utilize back-end portfolio management software to assist in account linkups and portfolio maintenance
Requirements
  • Bachelor's degree in Finance, Accounting, or related field from an accredited university
  • Minimum 3.2 GPA
  • Proficient in Microsoft Office Applications
  • Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Compensation and Benefits

The estimated salary for this position is $25-$35 per hour, depending on experience. The internship will provide valuable work experience, opportunities to learn from experienced professionals, and potential full-time job offers after completion.



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