Corporate Executive Benefits Intern jobs in United States
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Lenox Advisors · 9 hours ago

Corporate Executive Benefits Intern

Lenox Advisors is a company that provides sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. The Corporate Executive Benefits Intern will support various administrative and project-based assignments while gaining essential business insights and hands-on experience over an 8-week period.

BankingConsultingCrowdfundingFinancial ServicesInsurance
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Culture & Values

Responsibilities

Schedule and organize meetings and prepare agendas
Arrange zoom meetings, ensuring technical setup and support
Gather and organize information required for enrollment such as validating Advisors licensing
Assist in preparing and distributing enrollment materials and outlook templates
Assist in coordinating with external vendors to support the enrollment process
Handle calls, emails, tasks communications promptly and professionally
Handle administration duties such as data entry, document preparation, and file management
Support the execution of various departmental projects, ensuring timely completion and adherence to quality standards
Participate in quality assurance tasks to ensure accuracy and completeness
Maintain databases and ensure data accuracy and confidentiality
Ad-hoc data entry projects to support the business
Ensure confidentiality and data security in handling sensitive information

Qualification

Technology SavvyOrganizational skillsAttention to detailAgilityCommunicationActive listeningTeamworkCollaboration

Required

Excellent organizational skills
Extraordinary attention to detail
Willingness to learn and accept feedback from others
Technology Savvy
Communication
Active listening
Teamwork and collaboration
Agility – ability to adapt to shift in priorities

Preferred

Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, etc

Benefits

Performance-based incentives

Company

Lenox Advisors

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Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
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Colleen Tinch
Senior Vice President, Head of Marketing
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Company data provided by crunchbase