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Description

Job Summary

Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.

Essential Duties and Responsibilities

• Specified projects and varied assignments.

• Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices and procedures of a professional office environment.

• Basic concepts, principles and practices of an assigned business unit.

Skill in

• Operating standard office equipment and using, or have the ability to learn, required software applications.

Ability to

• Organize and prioritize multiple tasks and meet deadlines.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

Education/Previous Experience

• Currently enrolled in an accredited college/university and be at least 18 years of age.

Licenses/Certifications

• None required

Job: Financial Planning

Primary Location: United States

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Req ID: 2401285