Intern at Wealth Enhancement in Itasca, IL

Summary: Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives. The Intern will support client service operations, prepare materials for client meetings, and assist with project-based work to gain experience in financial services. Responsibilities: - Prepare Client Review Packets - Gather client data and materials in preparation for client reviews - Prepare client review packets for the advisory team - Create summary letters for client reviews - Update Client Information - Update client background and financial information in Salesforce after each client review - Scan and upload documents into the Salesforce cloud - Client service task creation and confirmation in Salesforce - Data entry projects, including auditing and updating Salesforce data - Support the team with ad hoc projects relating to office management, report generation, and administration - Perform data integrity audits in various software - Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology Required Qualifications: - Must be actively enrolled in a college or university degree program to be eligible for an internship - Preferably pursuing bachelor's degree in finance, accounting, or economics - Preferably students between their junior and senior years - Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization - Detail oriented, highly organized and adaptable - Proficient with Microsoft Office Suite or related software Required Skills: Microsoft Office Suite, Salesforce Benefits: Training and professional development, Wellness programs and resources, Worker's compensation – employer paid