Intern - BerkshireBanc Investment Services jobs in United States
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Berkshire Bank · 1 day ago

Intern - BerkshireBanc Investment Services

positionRutland, VT
timeInternship
remoteOnsite
seniorityIntern
money$31K/yr - $50K/yr

Berkshire Bank is a financial institution offering investment services, and they are seeking an intern to provide administrative support to the advisor. The role involves interfacing with clients and maintaining operating efficiency with paperwork and software programs.

BankingFinancial Services

Responsibilities

Complete all forms correctly and submit them within one business day
Handle phone calls from clients, when appropriate; transfer calls to advisor, when required
Handle advisor needs proactively
Update CRM systems
Perform mail merge for mailings, as directed by advisor
Use COMMunity Link® to access Commonwealth resources, Morningstar®, etc
Use Commonwealth’s services efficiently
Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties

Qualification

MS Office SuiteAttention to detailOrganizational skillsRepetitive workFollow directionsFast-paced environment

Required

High school diploma
Associates or Bachelors degree in finance related area, a plus
Prior office/clerical experience
High attention to detail
Demonstrated ability to work in fast-paced environment
Superior organizational skills
Sufficient patience to do repetitive work correctly
Ability to fill out forms exactly
Proficiency in MS Office Suite (e.g., Word, Excel)
Ability to follow directions exactly

Company

Berkshire Bank

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Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).
dateFounded in 1846
location
Pittsfield, Massachusetts, USA
people-size1001-5000 employees
web-link
http://berkshirebank.com/

Funding

Current Stage
Public Company
Total Funding
unknown
2000-07-20IPO

Leadership Team

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Nitin Mhatre
President & CEO - Berkshire Hills Bancorp
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Ashlee Picard Flores
Chief Compliance Officer
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Recent News

Providence Business News
BankRI launches 28th Giving Tree drive to deliver holiday gifts to children in need
2025-11-06
Providence Business News
BankRI’s new parent company posts $56.3M loss after Brookline-Berkshire merger
2025-11-01
PR Newswire
Beacon Financial Corporation Announces Third Quarter Results Reflecting One-Time Costs Associated with the Merger of Equals between Berkshire Hills Bancorp, Inc. and Brookline Bancorp, Inc.
2025-10-30
Company data provided by crunchbase