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.
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)