Join Our Team
JOIN OUR TEAM
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey. Arise means empowering our clients to live their best life. To not just be happy, but fulfilled. To arise is a daily commitment to get up, focus on your long-term vision and consistently choose to rise above any circumstance that comes your way while having the support of your financial professionals. We are currently looking for an Associate LPL Financial Advisor and a Client Service Intern.
Client Service Intern
General Description
The intern shall be charged with supporting the core functions of Arise and the administrative team as it relates to the overall needs of the business. This is an opportunity to gain experience working within a qualified team providing financial services. Your work will help you gain working knowledge of how Arise operates and how we service our clients. This position is an in-office opportunity at our office in Rolling Hills Estates, CA.
Responsibilities
Assist staff with secretarial and clerical duties as it relates to office activities and client meetings
Coordinate newsletter and mass mailings
Meeting preparation and take down
Scan all new client docs
Schedule and confirm appointments for existing clients
Maintain office calendar
Coordinate lunch and gift orders
Answer incoming phone lines and screen to ensure incoming calls are redirected to the appropriate team member
Greet incoming clients and vendors to assure they are comfortable while waiting for their appointment
Process holiday cards
Provide data integrity support for Black Diamond client portal
Enter key data for financial planning reports
Create excel worksheets and other presentations that analyze and present various performance and key client data statistics
Other office duties as assigned
Qualifications
Proficiency in Microsoft Office Tools such as Word, PowerPoint and Excel
Excellent verbal and written communication skills
Highly organized, with absolute attention to detail
Ability to work independently and establish priorities
Ability to handle multiple requests simultaneously and respond quickly
Ability to remain positive, motivated, and focused during dynamic and demanding busyperiods
Desire to be supportive and helpful to the team
Fast learner and good note taker
Excellent problem solving abilities
Career Progression
Internship may progress into a full-time position as a client service associate
Intern may receive a recommendation letter at the end of the internship
The keys for progression to the next level are demonstrated ability to execute on activities assigned with a positive attitude and the willingness to serve our clients and the firm
Compensation
Intern will be paid at a rate of $14/hr and flexible schedule available.
How to Apply
Please send a cover letter and resume to readyto@arisepw.com . Please list your 'Name-Internship' in the subject line of the email. Applications accepted through September 23, 2022.
