Summer Office Intern in Massachusetts

Job description

Send resume and cover letter directly to: [email protected]. 

If you have any questions please call 508-636-6521

Summary

Summer Office Intern reports directly to the Lead CFP®. The ideal candidate is detail oriented, organized, highly dependable and utilizes excellent problem-solving skills to assist the office with tech integration and software utilization. 

Essential Duties and Responsibilities

• Accurate handling of client paperwork and files; both physical and electronic
• Complete clerical and administrative tasks as assigned by Advisor in a timely manner
• Meet and Greet clients, answer phones, confirm appointments

Requirements

• Knowledge, Skills and or Abilities
• Requires a basic understanding of cloud storage and CRM systems
• Advanced computer skills (Outlook, Excel and Teams) are...