Administration and Support Internship

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Table Bay Financial Network, Inc.
600 W. Broadway, Ste. 3100
San Diego, CA
Posted: August 17 2016
Application Deadline: Available Year-round
Position: Part-time, Paid

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Description

Administration and Support Internship
Paid Part-time Internship
Table Bay Financial - San Diego, CA
Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:
– keep management systems up-to-date with Advisor information
– help with the preparation of reports/illustrations and other materials for client meetings
– collect the right documentation for new business and service requests
– assist with other recruiting and administrative tasks as needed

Your team
You’ll be working as part of our Internal Wholesaler team. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your experience and skills
You have:
– a high school diploma
– customer service experience
– life & health license preferred but not required

You are:
– an excellent communicator, with solid interpersonal skills
– detail oriented (nothing gets past you)
– proficient in Microsoft Office Suite

Take the next step
Are you truly collaborative? Succeeding at Table Bay means respecting, understanding and trusting colleagues and advisors. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now with a cover letter and resume for consideration.

How To Apply

Apply
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