About the role
Position Title
Wealth Management Intern
Position Details
- Onsite - Portland Office
- Employment Type: Part Time
- Hours: Monday-Friday; 10am-2pm PST
- Internship Period: August – October 2nd
The Opportunity
As a Wealth Management Intern at Cascadia Wealth Advisors, you will provide administrative and office support that helps our team deliver exceptional service to clients. This role is ideal for a student or recent graduate interested in gaining professional office experience in a financial services environment. You will assist with answering phones, greeting clients, coordinating meetings, processing mail, maintaining digital records, and supporting a variety of administrative projects. Along the way, you'll gain insight into how a wealth management firm operates while developing strong organizational, communication, and client service skills.
About Us
Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise. Visit our website here.
Key Responsibilities
- Extend a warm welcome to clients and provide exceptional hospitality during in-person meetings
- Coordinate, schedule, confirm and organize client meetings, facilitating both in-person and online appointments, and assisting with note taking as necessary
- Manage phone calls, scan and route incoming mail, transition hard copy files to digital formats, prepare bulk mailings, and oversee incoming and outgoing correspondence for financial service reviews
- Execute administrative and support functions, complete, process, and monitor new account and insurance paperwork, signature collection, data entry into processing systems, digital file maintenance, report generation, and document uploading
- Handle routine client account maintenance items, such as processing name and address changes, bank authorizations, and responding to client queries
- Prepare checks, order office supplies, and run office errands when required
- Other duties as assigned.
Qualifications
- Currently enrolled or graduated within last 3 years from a college or university.
- Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
- Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
- Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
- Strong work ethic, punctuality, dependability, and professionalism
- Collaboration skills and the ability to thrive in a team-oriented culture.
- Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
- Outstanding interpersonal, written, phone, and email communication skills.
Pay
$18.00 - $23.00 per hour
Work Location
In person