Intern - Wealth Management

Familiarity with wealth management operations processes, document retention rules, uploading documentation properly to the assigned accounts/clients and assist with investment services tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Exposure to investment services within a financial institution and learning about wealth management operations
• Assist with investment services tasks (may include marketing, operations, and administrative duties)
• May include assisting with investment marketing (including review, revision, compliance requirements, financial budgeting for projects, and ghost etc).
• Providing administrative duties, including data entry, scanning, learning about the specific types of documentation and procedures required to properly administer an investment relationship at various stages
• Ability to stand/sit to collect and scan documents, and lift up to 15 lbs.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Junior or senior, majoring in finance or related major
• 3.0 GPA in major field of study
• Proficient in Microsoft Office Suite software
• Sales Force preferred

PREFERRED SKILLS

• Document scanning and upload to a retention system
• Ability to stand/sit and lift up to 15 lbs

Why join the OneAZ team?

Our culture is one-of-a-kind! You'll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do: We exist to improve the lives of our members, our associates and the communities we serve.

We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.

We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others. Take a look at our career page for detailed benefit information: www.oneazcu.com/about/careers

Additional Notes:

Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.