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Position Summary

Aspect Wealth Management (AWM) is seeking highly motivated interns who can keep pace in the ever-changing business world while prioritizing clients’ needs above all else. Our interns will gain valuable hands-on experience in a corporate financial planning environment. They will provide support across all areas of the office as well as assist with various assigned projects. With eagerness to learn and a passion to succeed, interns will contribute exceptional office support.

The scope of responsibilities will be adjusted based on each intern’s experience, initiative, interactions with the team and supervisor, quality of self-review, and ability to quickly learn assigned tasks. Due to the highly regulated nature of our industry, opportunities for managerial experience are limited. Most leadership development will come from managing projects, collaborating with diverse personalities and roles, and leading change without holding a formal leadership title. All interns will participate in an interview process with one or more team members.

Intern Responsibilities

AWM interns may be responsible for some or all of the following. Responsibilities may be added or removed as needed:

Advisor Support

  • Organize, attend, and assist with client events as needed
  • Prepare client review presentations (includes verifying accuracy, conducting research through reporting and tracking applications, creating charts and tables to communicate performance to non-financial audiences, and reconciling presentations to source data)

Client Services Support

  • Prepare for client reviews or introductory meetings
  • Prepare and administer documents for new clients, investments, transfers, and other client activity
  • Develop, test, and train others on workflows utilizing Redtail CRM (Client Relationship Management)
  • Identify, document, and train others on process improvements, automation, and streamlining
  • Research and resolve discrepancies in integrations and reporting
  • Audit client files, assign tasks for issue resolution, and follow through to completion
  • Develop and maintain spreadsheets for tracking investments or other control lists
  • Participate in projects to update the company website
  • Conduct Redtail CRM cleanup, standardization, and develop reporting

 

Internship Qualifications

  • Must be in at least the second half of junior year as an undergraduate, ranking in the upper quartile of graduating class, and majoring in Business, Economics, Finance, Accounting, Management, Data Analytics, Business Law, or a related field
  • One-year minimum commitment
  • 3.5 GPA minimum
  • Highly proficient in Excel, Word, PowerPoint, and Outlook