Intern at Wealth Enhancement in Northbrook, IL

Summary: Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The intern will work closely with the advisory team to prepare client documents, update client information, and assist with miscellaneous office projects. Responsibilities: - 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 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: - 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