OPIS Financial Services Intern

Overview:

Actively participate in the BankNewport Summer Internship Program by assisting the department with various duties and tasks.

At the culmination of the internship, the intern will create a final presentation to showcase the skills and knowledge acquired through the program.

This intern will be working out of the Portsmouth Branch supporting LPL Financial Advisor’s.

Responsibilities:

• Learn how to prepare and process client paperwork
• Supporting the FA on general administrative activities like answering calls, following up on paperwork, organizing paperwork.
• Help prepare for client meetings and coordinate follow-up correspondence
• Perform account maintenance such as E-file client statements and correspondence
• Handle advisor needs proactively
• Creates efficiencies in internal reporting (Excel, Tableau)
• Assist in various projects as needed
• Provide office support such as greeting clients, assistance with mailings, calling campaigns, etc.

Qualifications:

• Must be current undergraduate or graduate student at an accredited college or university
• Enthusiasm for a career in Financial Services/Wealth Management

SUPERVISORY SCOPE:

No supervisory responsibility

INDEPENDENT ACTION:

Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.

BANKNEWPORT CORE VALUES:

• We celebrate individuality
• We empower employees to be creative problem solvers
• We invest and take the time to really get to know our customers
• We commit to serving the financial needs of Rhode Islander’s