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Job Description: Marketing and Operations Intern 

Position: Marketing and Operations Intern 

Location: Hybrid (Atlanta, GA or Covington, LA) OR fully remote (for the right candidate)  

Duration: 10 Week Summer Internship 

 

About Us: 

BEAM Wealth Advisors, Inc. is a growing financial advisory firm committed to providing exceptional wealth management and financial planning services to our clients. We believe in nurturing talent and providing valuable learning opportunities. Our internship program is designed to give you hands-on experience in the world of marketing and operations and prepare you for a successful career in this field. 

*Please note, we also have a DBA (Doing Business As): Benedetti, Gucer & Associates 

 

Job Overview:
As a Marketing and Operations Intern, you will play a vital role in shaping our processes, enhancing client experiences, and driving innovation across our organization. You will gain hands-on experience with content creation, various social media channels, operational process improvement, event planning, and more. Whether you’re organizing data, creating eye-catching social media content, or improving client engagement strategies, your contributions will make a difference. 

 

Compensation:  

This is a full time, 10-week, summer internship with an hourly rate of $15/hour. 

 

Key Responsibilities: 

  • Collaborate with the Marketing and Compliance team to design engaging social media content using Canva and other design tools.
  • Research strategies to grow engagement on social media channels, including Facebook, LinkedIn, Instagram, and YouTube.
  • Assist in planning and coordinating events, including managing invitations, booking travel, and tracking logistics.
  • Help create, test, and implement automated workflows while identifying opportunities to enhance efficiency and streamline processes.
  • Partner with the operations team to update and refine Standard Operating Procedures for improved consistency and clarity across the firm.
  • Contribute to data management efforts by reviewing, updating, and organizing client data to ensure accuracy and accessibility. Assist in organizing internal documents using Microsoft SharePoint.
  • Provide administrative support on tasks such as audits, project tracking, and data entry to aid in overall operational efficiency.

 

Program Overview: 

At 2 Weeks: 

  • Familiarize yourself with Canva and other design tools to create sample social media posts. Present initial drafts to the Marketing and Compliance team for feedback.
  • Begin researching strategies to grow social media engagement by compiling a list of competitor activity and engagement trends on Facebook and LinkedIn.
  • Shadow event planning activities, assisting with a small task, such as compiling a preliminary guest list or researching venues.
  • Shadow the operations team as they work on existing workflows and draft a list of initial improvement opportunities.
  • Gain access to Microsoft SharePoint and organize one set of internal documents as a trial project.
  • Assist with a basic administrative task, such as entering preliminary data into an existing tracking system.

At 4 Weeks: 

  • Design and schedule at least 5 approved posts for social media channels using Canva, incorporating feedback from the team.
  • Present a research summary outlining 3 actionable strategies to enhance engagement on one social media platform.
  • Take ownership of one aspect of event coordination, such as managing RSVPs or tracking travel arrangements.
  • Begin assisting with the creation and testing of an automated workflow and identify 2 areas for potential improvement.
  • Collaborate with the operations team to update at least 1 Standard Operating Procedure (SOP) and receive feedback on revisions.
  • Organize a second segment of internal documents in SharePoint, following firm guidelines.
  • Contribute to a more advanced administrative task, such as creating a detailed project tracking report.

At 6 Weeks:

  • Create 10 additional social media posts that align with the firm’s branding and compliance requirements. Begin testing posts for engagement metrics.
  • Provide an in-depth presentation of engagement strategies across 2 platforms, including suggested implementation steps and tools.
  • Assist in the coordination of an additional event by handling multiple logistics, such as vendor communication and travel confirmations.
  • Finalize updates to 3 Standard Operating Procedures, ensuring clarity and consistency with team feedback incorporated.
  • Organize and streamline a significant section of internal documents in SharePoint.
  • Take responsibility for a key administrative task, such as overseeing part of an audit or project milestone tracking.

At 8 Weeks:

  • Offer for Continued Internship/Job: Based on your performance, you may receive an offer to continue the internship through the school year and/or a full-time job offer upon graduation.
  • Autonomy: Demonstrate the ability to work independently as a valuable member of the team.
  • Content Creation: Have published at least 20 completed social media posts and report back with engagement analytics, suggesting next steps for optimization.
  • Operations:
  • Complete a write-up reviewing operational processes and ways to implement changes.
  • Create an engagement growth strategy for all active social media channels and present it to the leadership team.

 

Desired Skills and Experience: 

  • Currently pursuing a degree in marketing, business, finance, or a related field
  • A proactive and resourceful attitude with a willingness to learn
  • Proficiency in Microsoft Office (Teams, Excel, Word, PowerPoint)
  • Design proficiency in Canva, Adobe products is a plus
  • Creative mindset for marketing and client engagement projects
  • Strong attention to detail and organizational skills
  • Ability to manage multiple projects and meet deadlines
  • Excellent communication and collaboration skills

 

How to Apply: 

If you are enthusiastic about launching your career and meet the qualifications mentioned above, please submit your resume.

Join us at BEAM Wealth Advisors, Inc. and take the first step toward becoming a successful Marketing and Operations Specialist in the financial services industry, leading impactful initiatives that drive firm-wide success. 

 

Note: This job description is intended to convey information essential to understanding the scope of the internship and the general nature and level of work performed. It is not exhaustive and may be revised to meet the changing needs of BEAM Wealth Advisors, Inc.