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Operations Intern jobs in United States
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Hightower Advisors · 18 hours ago

Operations Intern

positionBoca Raton, FL
timeInternship
remoteOnsite
seniorityIntern
Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. The Operations Intern will assist the Operations Manager and team with various tasks including client requests, account setups, and compliance-related activities.
Financial Services
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Comp. & BenefitsbadNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Assist with process client requests - profile updates
Assist Operations Manager with special projects
Assist with setting up new investment accounts and preparing customer welcome packets
Prioritize and organize workflow, and prepare key documents for client meetings
Assist Operations team with research regarding accounts, policies, and procedures
Manage compliance related task for the Operations team
Complete necessary filing and maintain client files
Review previous day’s activity to ensure accuracy
Offer administrative and office management support to the team

Qualification

Communication skillsExcelWordAdobeOrganizedDependableDetail-orientedTime managementIndependent work

Required

Current full-time undergraduate student with a preferred GPA of 3.0 or above
You are pursuing a Bachelor's degree in a related discipline
Strong written and verbal communication skills
Organized, dependable, and detail-oriented
Able to work independently and manage time effectively
Comfortable asking questions and communicating when help or clarification is needed
Familiarity with Excel, Word, and Adobe
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Company

Hightower Advisors

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Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
dateFounded in 2008
location
Westport, Connecticut, USA
people-size201-500 employees
web-link
https://thrushgroup.hightoweradvisors.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Oros
Chairman and Chief Executive Officer
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Dan Watanapongse
CFO
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