Finance Intern

Summary: Carson Group is a financial services company dedicated to providing trusted advice to financial advisors and investors. They are seeking a Finance Intern to support wealth advisors by preparing client review materials, drafting paperwork, and ensuring client accounts are accurately established and maintained. Responsibilities: - Support wealth advisors and planners by preparing client review materials, drafting paperwork, and ensuring client accounts are accurately established and maintained - Deliver timely, professional client service and responsive communication - Analyze financial planning data to support recommendations under advisor direction - Coordinate with operations to complete follow‑ups and resolve issues - Participate in meetings, trainings, and client events as needed - Provide positive and professional service to assigned clients - Respond to client communications promptly and route complex questions to the appropriate advisor or team member - Maintain confidentiality and a client‑first mindset - Assist in developing annual client review materials - Gather and organize planning inputs and documents - Analyze basic to moderately complex financial planning scenarios under advisor supervision and summarize findings - Prepare new account and maintenance paperwork accurately - Track status of forms, signatures, and transfers - Ensure client records and account details are complete, current, and compliant - Interact with the operations team to coordinate planning tasks and follow‑ups - Participate in daily advisor huddles and team meetings to align on priorities and next steps - Attend client meetings and firm events as needed - Capture notes and action items and assist with post‑meeting follow‑up - Complete required trainings and continuing education activities - Seek opportunities to expand knowledge of financial planning tools and processes - Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives Required Qualifications: - Proficiency in Microsoft Word, Excel, Access, and Outlook required - Excellent verbal and written communication skills required - Strong organizational and time management skills required - Strong attention to detail required - Positive attitude and commitment to extraordinary client service required - Ability to work in an office-based environment with occasional attendance at client meetings and firm events required - Minimal travel required Preferred Qualifications: - Knowledge of financial advisor office tools such as Orion and Salesforce preferred - Bachelor's degree in Business, Accounting, or related field in progress or anticipated preferred - Experience working in a professional office environment preferred Required Skills: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook, Orion, Salesforce, Client service mindset Benefits: Great working environment, Fast-paced, collaborative, innovative, and focused on healthy living, Tobacco-free workplace