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AXA Advisors, LLC
New York, NY
Posted: October 23 2014
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DescriptionAXA Advisors is a subsidiary of AXA Financial, Inc., a member of the global AXA Group. Financial services and products available to individuals and small businesses through AXA Advisors and its affiliates include:
Business, retirement, and estate planning
AXA Advisors has financial professionals in communities throughout the United States. AXA Advisors' local presence allows clients to develop special relationships with talented, capable financial professionals in their local communities. Many of these financial professionals have attained one or more coveted professional designations, such as Certified Financial Planner® or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting.
ResponsibilitiesThe intern will work alongside Financial professionals doing research and due diligence and performing administrative tasks using CRM software, MS Excel, MS Word, MS Outlook and MS PowerPoint.
Most tasks would involve assisting the Financial professionals in developing client relations to increase the assets under management. As well as marketing and social media outreach.
Training for products and strategies used in developing new business will be provided to the interns to expand their knowledge and enhance their internship experience.
RequirementsMust be a self-starter and highly motivated individual.
Must have sufficient knowledge and experience of Microsoft Office.
Financial/Business Background is preferred but not required.