Administrative Intern - Spring 2027
kerberrose scMarquette Twp, MI
Administrative Intern - Spring 2027
kerberrose scMarquette Twp, MI
2 days ago
Occupations
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveOffice Clerks, GeneralExecutive Secretaries and Executive Administrative AssistantsIndustries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAbout the role
Internship Opportunity This is an onsite position based in one of our office locations: Appleton, Green Bay, Shawano, WI, or Marquette, MI.Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.
Responsibilities:
Manage calendar and schedule meetings for clients, prospects and outside vendors.
Participate in client meetings review concerns and beneficiaries, assist with technology, and take notes.
Open, transfer and close customer accounts and maintain appropriate account records.
Respond to incoming emails and phone calls in a professional manner.
Update CRM database and client records
Qualifications:
Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
Proficiency in Microsoft Excel, Word and Outlook, and AdobeCRM Database experience preferred, not required
Culture and Core Values:
- KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
- Honesty
- IntegrityRespectBalanced Life
- Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
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JOB OVERVIEW
Experience level
Intern
Location
Marquette Twp, MI
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago
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