McCracken & Carroll - Wealth Management Group
Financial Services - Internship
Where: UBS Financial Services, Inc. Austin, Texas Branch
When: 2023 – 2024 school year
Hours: 8-12 hours per week (Monday-Friday) flexible.
Rate: Paid Internship, $10/hour, no benefits.
Requirements: Junior or higher. GPA > 3.0, US Citizenship.
Work Scope:
- Provide support for 3 Financial Advisors and Client Service Associate in client reporting, financial planning data input, marketing and other administrative efforts. A college student with interest in the Financial Services Industry would be preferred. Must have excellent communication skills.
To be considered: e-mail your resume to Dana Stevens at dana.stevens@ubs.com
Job Summary
- Your job, as an Intern is to provide support on technical analysis, financial planning, marketing and administrative tasks to Financial Advisors.
- You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, financial planning, investment analysis, on-boarding new clients, marketing, etc.). In addition, you work on special projects that typically are 2-3 weeks ahead.
- You are client service-oriented and a team player.
- You are detail-oriented with proven organizational skills, able to manage time efficiently and can multi-task.
- You have proven written and verbal communication skills.
- You are a self-starter who is comfortable working with people in complex and evolving situations.
- You are independent, motivated, proactive, and focused.
- You effectively communicate information and report directly to the Financial Advisors.
Key Tasks
- The key tasks of your job as an Intern include the following:
- Updating Morningstar financial reports for financial advisors.
- Providing data input to new and existing financial plans.
- Creating technical analysis and reports on various investments and other financial planning projects.
- Develop reports that drive business and manage the campaign. i.e. maturing bonds, life insurance review, etc..
Process Management
- Assist in the preparation of client reports and other materials for client meetings.
- Maintain contact management systems with up-to-date key client information.
- Prepare supporting materials and sample reports that can be used repeatedly in client and prospective client meetings.
- Perform business analytics, as needed, to support Financial Advisors in the growth of business (e.g., business plan, identify client opportunities, book segmentation, etc.).
- Partner with Financial Advisors in the development of a repeatable and scalable client service matrix.
- Support Financial Advisors, as needed, in the development of team business plan, identifying client opportunities and book segmentation.
- Provide input to support team development needs and performance overall.
Basic Qualifications
- Works well independently and with teams.
- Pursuing a college degree (Junior or higher).
- Excellent skills in Microsoft Office Suite and other technologies.
- Detail and service oriented.
- Excellent written and verbal communication skills.
- Team player with good interpersonal skills.