Bolton · 2 days ago
Health & Wellness Financial Intern
Bolton is a growing Benefits & Human Resources consulting firm that offers employee benefits consulting and brokerage services. The Intern position provides the opportunity to develop technical knowledge and client management skills while supporting consulting teams on health and wellness programs.
ConsultingEmployee BenefitsFinancial ServicesInformation Technology
Responsibilities
Support small & mid-market client consultants on annual, quarterly, monthly standard and ad hoc client reports, projects and analyses
The main projects a candidate will be supporting are health insurance budget projections and financial reporting for our clients with self-funded arrangements
Communicate and coordinate effectively with colleagues and clients regarding data collection and project tasks
Create documents and materials for meetings based on standard formats
Develop experience providing quotes, forms and email/phone contact with groups and members
Develop a good working relationship with all levels of staff
Increase efficiency by identifying ways to improve processes
Qualification
Required
College students that are enrolled in a degree program related to Mathematics, Statistics & Actuarial Science are preferred
College students that are enrolled in a degree program related Finance, Economics, Business, or other quantitative and analytical discipline will be considered also
The ideal candidate will be entering their senior year of college or enrolled in a post-graduate degree program
Flexibility and ability to work independently, diagnose and resolve issues, and meet client deadlines
Great communication skills and presentations skills
Experience working as part of a team, including extracurricular activities, clubs, sports teams, etc
Proficiency in the use of Microsoft Excel is required
Proficiency in Microsoft Word and PowerPoint are preferred
Previous experience in an office setting is also preferred
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc
Fully fluent in Microsoft Office suite, particularly with Excel and PowerPoint
Candidates must be able to work in the US without restrictions
Preferred
Previous experience in an office setting is also preferred
Company
Bolton
Bolton, a full-service employee benefits, actuarial, and investment consulting firm
Funding
Current Stage
Growth StageRecent News
Prolific North
2024-04-06
Australian Financial Review
2024-03-24
Company data provided by crunchbase