Compensation
Paid • $10 per hour 

Assist our financial planning team in inputting financial data into our planning software suite. Learn how to use and report in Salesforce. This is an on site position; remote work is not available.

Purpose: This position is for an entry-level position in the finance industry typically requiring little to no prior experience. Even if you have no financial knowledge but understand how to use a computer please apply.

Additional Required Knowledge, Skills, & Abilities:

• Microsoft Office knowledge
• Enters data into databases or other computerized systems to aid in creating financial plans
• Enter client data into the CRM
• Follows established procedures and guidelines to provide timely and effective administrative support to the planning team.
• Performs simple clerical duties like filing, handout assembly etc.
• H.S. Diploma
• Ability to work throughout the school year; we understand you may have limited hours due to your class schedules
  
  

Preferences

Graduation Date
No Graduation Date set

School Years
No School Year preference set

Majors
No Major preference set

GPA
No GPA preference set

Work Authorization
US work authorization is required