Intern - BerkshireBanc Investment Services
 Berkshire Bank | |
 United States, Vermont, Rutland | |
| 86 North Main Street (Show on map) | |
 Dec 02, 2024 | |
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Division: Asset Management
Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $15.00 - $24.19 per hour Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 N Main St Duration of of internship: Through April 30, 2025 20 hours per week Non-benefits eligible Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: * 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. Education: * High school diploma * Associates or Bachelors degree in finance related area, a plus Experience: * Prior office/clerical experience Skills & Knowledge: * 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 Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled | |