Wealth Management Professional
6 days ago
**About GreenState Credit Union**
GreenState Credit Union is a dynamic financial institution dedicated to creating lasting value for its members and the community. Our mission is to empower our employees, members, and communities to achieve their goals through innovative financial solutions and exceptional service.
**Job Overview**
The Wealth Management Intern will be an integral part of our team, supporting various projects and initiatives to drive business growth and member satisfaction. As an intern, you will gain valuable hands-on experience in wealth management, develop essential skills, and build a strong network within the industry.
**Key Responsibilities**
- Support Financial Advisors, Trust Officers, and Administrative Associates in daily operations, including attending meetings, maintaining call calendars, communicating with members, reviewing accounts, and assisting with projects.
- Contribute to the development and implementation of marketing strategies, including social media engagement, email campaigns, and event planning.
- Assist in data analysis, market research, and market trends to inform business decisions and drive growth.
- Collaborate with cross-functional teams to identify opportunities, streamline processes, and enhance member experience.
**Requirements**
- Pursuing an undergraduate degree in a relevant field (e.g., finance, business, economics) and entering junior or senior year.
- Excellent communication, analytical, and problem-solving skills, with the ability to work effectively in a fast-paced environment.
- Demonstrated enthusiasm for learning, adaptability, and a willingness to take on new challenges.
- Proficiency in Microsoft Office, Google Suite, or other productivity software.
- Able to maintain confidentiality, handle sensitive information, and adhere to credit union policies and procedures.
**Compensation and Benefits**
This is a paid 12-week internship, offering a competitive hourly wage of $15.00/hour. The internship program runs from May 27th to August 15th, with a non-traditional workweek that includes evening and weekend hours. Estimated Annual Salary: $31,200.
We are an equal opportunity employer committed to diversity and inclusion.
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