Administrative Intern at KerberRose S.C.

Shawano, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

0.0

Posted On

10 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Office Support, Schedule Management, Coordination, Relationship Management, Development, Calendar Management, Meeting Scheduling, Client Meetings, Note Taking, Account Opening, Account Transfer, Account Closing, Record Maintenance, Email Response, Phone Calls, File Setup

Industry

Financial Services

Description

Description Shawano, WI Description Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry. Our Administrative Internship is a paid internship and will be held from May 2026 through August 2026. Scheduled hours will be to work between 25-40 hours a week. Responsibilities: • Manage calendar and schedule meetings for clients, prospects and outside vendors. • Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes. • Open, transfer and close customer accounts and maintain appropriate account records. • Respond to incoming emails and phone calls in a professional manner. • Assist with setting up files and updating our Client Relationship Management software. Requirements • Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field • Proficiency in Microsoft Excel, Word and Outlook, and Adobe • CRM Database experience preferred, not required Culture and Core Values: KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: • Honesty • Integrity • Respect • Balanced Life • Community Oriented Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Responsibilities

Responsibilities include managing calendars and scheduling meetings for clients, prospects, and vendors, as well as participating in client meetings to assist with technology and take notes. The role also involves opening, transferring, and closing customer accounts and maintaining records.