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Wealth Management Professional

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Financial Services Assistant

Our organization is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As an intern, you will gain hands-on experience in client servicing and wealth management, with opportunities for professional growth.

  • Support various client servicing and operational functions
  • Assist with onboarding, documentation processes and customer communication
  • Help with back-office coordination and day-to-day tasks

This internship provides an excellent opportunity to build a career in the financial services industry. Successful candidates may be offered a full-time role upon completion of the program.

Required Skills:

  • Strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts
  • Readiness to take on multiple roles and responsibilities

Benefits:

  • Hands-on experience in client servicing and wealth management
  • Opportunities for professional growth and development
  • Collaborative work environment

Eligibility Criteria:

  • Bachelor's degree in Finance, Business or related field