Position Summary: This internship provides practical experience supporting marketing initiatives, client outreach, and administrative functions. The ideal intern is very computer savvy, organized, eager to learn, and interested in marketing, finance, or business operations.
Key Responsibilities:
Assist with marketing campaigns targeting collaboration with CPAs, attorneys, and qualified plan prospect development.
Support social media marketing efforts, primarily through LinkedIn
Learn and use our financial planning platform, eMoney
Ability to develop PowerPoint presentations for client meetings and events
Provide administrative support including scheduling, document preparation, and internal coordination on client case work
Support business development initiatives and special projects as assigned
Strong written and verbal communication skills
Familiarity with social media platforms, especially LinkedIn
Proficiency in Microsoft Office, particularly PowerPoint
Strong attention to detail and organizational skills
