Wealth Management Operations Intern

Job Summary & Responsibilities

The internship will provide the unique opportunity to:

• Immerse yourself in the daily responsibilities, projects, and initiatives of the department
• Collaborate with seasoned professionals
• Interact with team members and senior leadership
• Gain on-the-job exposure to different areas of the business
• Engage in a variety of training topics and opportunities
• Provide clerical and administrative support to Wealth Management Operations

Qualifications

• College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
• Proficient in Microsoft Office products (especially Excel)
• Excellent organizational skills
• Strong language/communication skills
• Desire to gain experience from Wealth Management focused learning opportunities

Requirements

• Must be available full-time (40 hours/week during business hours)
• Must have reliable transportation to Westerly, Rhode Island (this is an on-site internship)

Compensation & Benefits

• The good-faith estimated base salary range for this position is $39,520 - $41,600 annually.
• Actual compensation will be based on factors including experience, skills, certifications, education, and training.
• We offer a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan.