The
Retirement Servcies Intern supports the Retirement Services team by shadowing the team and assisting with client service requests and special projects. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, and has a high degree of follow-through. The candidate will be exposed to a variety of financial topics including but not limited to, employer sponsored retirement plans, client service, investment management, retirement planning, and financial planning.
Responsibilities include, but are not limited to:
- Gain experience working in a professional environment.
- Learn how to strategize/problem-solve in a team environment to help clients achieve financial goals.
- Experience what it is to play a critical role in promoting client loyalty and a great client experience.
- Develop relationships with potential mentors, who are leaders in the wealth management field.
- Works closely with various members of the firm's Wealth Management team.
- Provide service support to Retirement Services department and associated financial advisors.
- Assist staff in the Wealth Management areas relating to administrative duties and resolving customer questions.
- Perform other duties and special projects as assigned by manager.
Qualifications
Education/Experience:
- Enrolled college student pursuing a degree in business, accounting, finance, human resources, marketing, or related area.
Skills:
- Proficient in Adobe PDF and Microsoft Office products with an emphasis on Excel and formulas.
- Cooperative spirit and drive, but with an ability to work independently but also in a team.
- Ability to multi-task and perform under strict deadlines.
- Must be able to work with a significant amount of detailed information in an accurate, timely, and confidential manner.
- High level of interpersonal skills to interact with customers and prospects in a professional manner.
- Ability to navigate numerous websites, platforms, and software technologies with ease.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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First Mid Bank & Trust
Feb 19, 2025 