Financial Services InternshipBookmark This
120 White Plains Road
DescriptionPenn Mutual Life is one of the fastest growing financial services firms in the Northeast, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the New York City region. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investment vehicles provide added value.
Our financial professionals come from a variety of disciplines, including accountants, educators, attorneys, managers, and salespeople, but they all share several key attributes. They're achievement driven, results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their community and the desire to help others achieve their financial goals through trusted, strategic client partnerships.
We are currently seeking an intern to assist us in our compliance department, new business department and recruiting department.
ResponsibilitiesTheir responsibilities will be as follows:
-opening of retail and retirement accounts; asset transfers
- creating and editing periodic investment purchases in accounts
- General maintenance of brokerage accounts; initial review of suitability of investments
- assist the director of recruiting by creating lists, pulling and screening resumes and sourcing candidates
- Preparing and Distributing the Life Insurance Policies
-Logging Incoming New Business & Customer Service Checks
Requirements-Great Intrapersoanl Skills
-Great Organizational Skills