Job Description

This is an onsite position based in one of our office locations: Appleton, Green Bay, Shawano, WI, or Marquette, MI.

Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Requirements

Responsibilities:

• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Respond to incoming emails and phone calls in a professional manner.
• Update CRM database and client records

Qualifications:

• Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required

Culture and Core Values:

KerberRose Wealth Management offers a fun, suppo rtive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.