drjobs Financial Solutions Intern

Financial Solutions Intern

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1 Vacancy
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Job Location drjobs

Boulder, CO - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Summary

Compiles and analyzes financial information for an organization. Supports senior management business decisions through financial and business analysis. Applies basic knowledge of basic concepts terminology and requirements to support area of responsibility and performs well-defined/routine tasks.

Job Description

What is the opportunity

We are actively seeking an Intern to support our Private Client Group in RBC Wealth Management U.S. Our internship provides students the opportunity to gain in-depth hands-on experience while working and learning alongside our experienced financial services professionals.

You will work directly with Financial Advisors to service clients research problems process account forms and related paperwork maintain appropriate account records and prepare client correspondence.

What will you do

  • Provide administrative and operational support to Financial Advisors and clients
  • Service clients in a pleasant professional manner and respond to routine inquires
  • Provide clients with requested information such as account balances stock quotes or other account-related information
  • Assist with department mailing and filing projects
  • Other general administrative support as assigned
  • Assist with administrative tasks such as new account set up
  • Some client contact
  • Assist clients with online access
  • Research as needed

What do you need to succeed

  • College student working toward a degree in Finance Economics Business or related field
  • Ability to manage multiple competing priorities take initiative and thrive in a fast-paced and challenging environment
  • Excellent written and verbal communication skills
  • Customer service experience
  • Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus) Excel Outlook)
  • Interest in financial services industry

Whats in it for you

We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.

  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic collaborative progressive and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work

Job Skills

Communication Critical Thinking Decision Making Detail-Oriented Financial Instruments Financial Regulation Financial Statement Analysis Group Problem Solving Product Services Results-Oriented

Additional Job Details

Address:

1801 13TH STREET:BOULDER

City:

Boulder

Country:

United States of America

Work hours/week:

30

Employment Type:

Part time

Platform:

WEALTH MANAGEMENT

Job Type:

Student/Coop (Fixed Term)

Pay Type:

Hourly Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .


Required Experience:

Intern

Employment Type

Part-Time

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