Wealth Management Intern

Queensborough National Bank and Trust Co. • Part-time • Augusta, GA, US • 4d ago

Job Details

Description

Assist Wealth Department with various projects and assigned duties
Works closely with the ﬁrm’s most experienced Wealth Planners
Shadows Planning Associates
Interacts with other team members and departments to provide excellent client service
Completes client and advisor requests and any special projects as assigned by manager/mentor
Helps to schedule client meetings and prepare meeting presentations
Data input & entry into Advisor CRM
Answer phones
Training will be provided

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