Key Responsibilities and Duties

• Performs clerical duties such as taking memos, organizing documents, maintaining files, photocopying, faxing, etc. as needed
• Assists in preparing information and research materials, including Powerpoint presentations.
• Takes notes during meetings and provides to team members.
• Researches and gathers documentation as directed by colleagues.
• Attends company functions, including trainings programs, speaker series, lunch-and-learns and social networking events that provide opportunities for career growth and personal development.
• Shadows multiple office jobs and trains in a variety of tasks.
• Gains experience and an overall feel for the company and the financial services industry.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

1IC