Wealth Management Youth Apprentice at Transitions Hospice - Ohio

Fond du Lac, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

0.0

Posted On

12 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team Player, Learning, Technical Skills, CRM Navigation, Data Maintenance, Administrative Support, Prospecting Support, Client Retention, Document Preparation, Regulatory Compliance, Communication, Attention To Detail, Client Service, Confidentiality

Industry

Accounting

Description

Description PURPOSE The Wealth Management YA is responsible for learning and applying their technical skills and working as part of a team carrying out tasks under close coaching and supervision. REPORTS TO/ ACCOUNTABILITY Consultant/Senior Consultant KEY SUCCESS FACTORS Ability to apply self to learning and applying technical skills. Co-operative team player. Interest in business and commercial affairs Ability to apply self to learning and applying technical skills. KEY RESPONSIBILITIES & LEARNING COMPETENCIES Navigate company CRM, financial planning tools, and document management systems. Maintain and update client data accurately and confidentially. Provide administrative support including scheduling, document preparation, and file organization. Support prospecting efforts through research and data gathering. Assist with client retention activities and meeting preparation. Prepare client-ready documents and financial summaries for advisor review. Support simple client service requests under supervision. Follow internal policies and regulatory compliance standards. Requirements KEY PERFORMANCE INDICATORS Demonstrated record of retention of application of technical skills. Quality of work output. Integration into the team. Meeting assignment objectives (timeframes, budgets, outcomes). Client satisfaction. Participation in firm wide initiatives. Participation in recruiting and high school visitation activities. SKILLS DEVELOPED Professional communication Attention to detail Financial services fundamentals Client service skills Business operations knowledge Regulatory and compliance awareness Technology proficiency QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES High school junior or senior Interest in business, finance, insurance, or wealth management Organized, responsible, and detail-oriented Professional demeanor and strong communication skills Ability to maintain confidentiality

Responsibilities

The Wealth Management Apprentice is responsible for learning and applying technical skills while working collaboratively under close supervision to carry out assigned tasks. Key duties include navigating company systems, maintaining client data, providing administrative support, and assisting with client-facing activities.