Intern, Asset Advisors, South Bend, IN

Opportunity is EARN Indiana eligible

Last Updated:Aug 15th, 2022

1st Source Bank

Intern, Asset Advisors, South Bend, IN

Type: In Person
Location: South Bend
Application Due Date: May. 30, 2022
Starts: May. 30, 2022
Structure: Standard
$Paid
Full Time
Part Time

Description

Intern Program Activities (anticipated, subject to change): June - early August
  • Orientation Kickoff
  • Networking opportunities to connect you with other internal and alumni interns
  • Attend a required "all student" virtual networking event at the end of the internship presenting to key members of Sr. Management and participating in a panel discussion with Sr. Management
 
Internship Basics
  • 10 - 12 week summer duration desired, flexible start and end dates
  • 40-hour anticipated work week, Monday through Friday (flexible hours based on your schedule)
  • Paid opportunity
  • Located in South Bend, IN.

Responsibilities

Position Summary
Asset Advisors Internships offer great work experience to compliment your classroom learning and career goals. Internships will be during the Summer of 2022 with flexible hours based on student schedules. We are devoted to finding, selecting and training interns who will make a positive impact on our organization. Asset Advisors intern program activities allow you an opportunity to meet and network with Bank executives, employees, and fellow interns, as well as learn more about banking and the financial industry.
 
Interns work closely with colleagues to meet the business objectives and priorities defined by the specific department. Interns are exposed to different areas of Wealth Advisory Services as well as Bank services.
 
Essential Requirements
  • Learn the basics of Investments and Compliance
  • Assist with obtaining product and account specific information
  • Perform file maintenance and complete additional research as required
  • Assist with performing periodic financial review of current customers as well as potentially attend client meetings
  • Attend an Asset Advisor quarterly meeting as an observer to learn about the goals of the department
  • Complete assigned reports and/or projects by management by identified deadline.

Qualifications

Experience/Skills
  • Junior or senior, majoring in Business, Finance or Financial Planning desired
  • Interested in pursuing a career in investment services
  • Strong MS Office skills (Word, Excel)
  • Demonstrated analytical and problem-solving skills
  • Strong organizational skills, ability to multi-task
  • Solid verbal and written communication skills
  • Detail-oriented and accuracy a must
  • Confident in a professional office environment

Login to Apply

Sidebar Items

Actions

Share this Opportunity with Others

Feedback