Description

Job Summary

Under supervision, uses skills gained through training and experience to assist with specified projects within an assigned functional area. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Quick judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.

Start Date: June 17, 2024 - Flexible

Work Schedule: Monday through Friday, up to 20 hours per week

Essential Duties and Responsibilities

• Specified projects and assignments in investment research and marketing.

• Efficiently communicate with all team members and delegate required tasks.

• Troubleshoot in daily operations and present solutions to team.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices and procedures of a professional office environment.

• Basic concepts, principles and practices of an assigned business unit.

Skill in

• Operating standard office equipment and using, or have the ability to learn, required software applications.

Ability to

• Organize and prioritize multiple tasks and meet deadlines.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

Education/Previous Experience

• Currently enrolled in an accredited college/university and be at least 18 years of age.

• Sophomore or junior standing interested in wealth management and marketing.

Licenses/Certifications

• None required

Job: Financial Planning

Primary Location: US-CA-Beverly Hills

Organization Western

Schedule Part-time

Job Shift Day Job

Req ID: 2401483