Account Management Intern

About the role

This ongoing, in-house internship offers an opportunity to build marketing and account management skills while assisting with account tickets, orders, reports, mailings, and culture events for the Creative Services department.

Responsibilities

• Assist with managing inboxes and communications
• Process overdue tickets in the account coordinator queue
• Submit print orders and web requests
• Organize and distribute print samples to account managers
• Send proofs to advisors
• Assist with coordinating team outings and culture events
• Assist account managers with weekly project cleanup
• Assist account managers with scheduling calls and calendar invites
• Mail out client-facing materials

Requirements

• Strong knowledge of MS Office, including Word, Excel, PowerPoint, and Outlook
• Detail-oriented with a focus on quality in all aspects of work
• Ability to manage projects/tasks while navigating competing priorities
• Outstanding written and verbal communication skills
• Ability to interact with all personality types and levels of staff

Qualifications

• Some college credits (particularly in marketing, mass media, or business)
• Bonus: Experience with data analytics
• Bonus: Interest in project management

Benefits

• Access to an on-site café & gym
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events

About the company

Advisors Excel is a fast-paced, innovative company that supports independent financial advisors in various areas of their business, including operational functions, sales, and marketing. Our goal is to help advisors grow their businesses nationwide. We thrive on their success and that of our employees, maintaining high expectations to continually move our business forward. We seek positive individuals who excel in hard work and collaborative team environments.