Administrative Intern

Responsibilities

• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Respond to incoming emails and phone calls in a professional manner.
• Update CRM database and client records

Qualifications

• Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required

Culture and Core Values

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented