Investments Intern - Summer

Purpose

This internship offers a valuable opportunity to gain hands-on experience in the field of investment services and financial advising. You will work closely with seasoned financial professionals, assisting them in various tasks related to helping our clients achieve their financial goals. Areas of work includes but not limited to different aspects of the investment process such as research, building financial plans, assisting with marketing and operations, and observing client interactions.

Key Result Areas

• Communicates and collaborates with advisors and team in a professional manner, is coachable, open to feedback and ready to learn.

• Completes reports accurately and tasks accurately as needed, is organized and timely.

• Proactiveness in seeking guidance and support, and willingness to contribute.

Supervised By

Sales Manager – Ion Investments

Supervises

No one

• The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties, both related and unrelated to the above, may be assigned and, therefore, required.

Education and Experience

Must currently be in college with interest in pursing a career in finance and/or investment services.

Equipment and Software

• Ability to operate personal computer, fax machine, photocopier, various software programs and printers.

Physical Qualifications

• Ability to sit or stand in an erect position and to extend one’s arm(s) in any direction

• Ability to express or exchange ideas by means of the spoken word, both speak and hear

• Ability to be subject to substantial repetitive motions of the body or

• Ability to lift to 10 pounds occasionally and/or a negligible amount of lifting frequently or constantly to move objects

Other Qualifications

• Ability to deal with people beyond giving and receiving instructions such as in a team setting

• Ability to exchange information with others clearly and concisely, to present ideas, facts, and technical information

• Ability to maintain relationships that facilitate task accomplishment; to cooperate and resolve conflicts; to recognize needs and be sensitive to others

• Ability to receive guidance and supervision; follow work rules, work procedures, meet deadlines, punctuality, and attendance standards, etc.

• Ability to multitask and prioritize

• Well organized and detail-oriented

• Ability to communicate well verbally and in writing

• Willing to travel occasionally to other Ion Bank locations, when needed

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Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)