Job Details

The Investment Services Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff. ESSENTIAL DUTIES & RESPONSIBILITIES:Assist in preparing account opening docs and assisting with account maintenance. Effectively work with Investment Services Coordinator to notify associates of continuing education requirements, investment report generation and other service opportunities. Participate in marketing efforts utilizing Investment marketing systems. Work with team with scheduled daily tasks, reporting and ad hoc requests. Proactively seek knowledge and mentorship from tea...Investment, Intern, Summer, Service, Banking, Business Services