$10.00 hourly
Namey Financial Group,Inc
Jacksonville, FL, USA
Jun 04, 2019
Internship
Business Internship at Namey Financial Group, Inc :
NAMEY FINANCIAL GROUP is a wealth management firm built on trust and long-term client relationships. We specialize in a holistic approach to retirement, estate and tax reduction planning.
Job Description-
Client-related duties /Administrative duties summary but not limited to: • Manage client data system-(Scanning Documents into the Cloud based CRM, Update Client data in CRM) • Assist advisors with filing paperwork • File old e-mails into outlook files • Assist in preparing marketing materials and information packets for 401(k) Clients and prospective Clients.
The hourly pay rate - $10.00 , Hours per week-5 , Duration of internship: 6 months (could be more or less)