Capital City Wealth| Investment Assistant Intern

Capital City Wealth| Investment Assistant Intern - Capital City Bank - More than your bank, your banker.

Hours Mon- Fri 20-29 hours

General Summary

Capital City Wealth Investment Assistant Intern provides assistance to Financial Advisors and Investment Assistants gaining real world firsthand experience in Wealth Management client services and operations.

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

Principal Duties and Responsibilities

• Assist in processing of new account and service-related forms
• Following up with sponsor companies on form submissions and requests
• Data entry into Money Guide Pro for financial plans
• Monitor/Review book of business for improvement opportunities
• Sit in on client/prospect meetings and take notes
• Enter notes into CRM/Redtail
• Create and print proposals
• Answer phone in absence of Sales Assistant
• Assist in creation of detailed and uniform onboarding process
• Assist in optimization of efficient workflows
• Ensure new clients are added to email distribution list
• Populate and complete Advisory Review Reports in Clientworks

Employer determines the essential functions of the job.

All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.

Associated Duties

Provides additional support to manager and department colleagues.

Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through work experience and/or specialized course(s):

• Proficiency in Word and Excel
• Flexible approach to work
• High degree of personal integrity, discretion and an ethical & professional approach to work
• Ability to work well with all levels of associates
• Teamwork approach to work
• Ability to logically problem-solve.
• Excellent verbal and written communication skills. Ability to prepare correspondence and edit work

Education

High school diploma or equivalent required. Bachelor’s degree or currently enrolled college student with a focus in financial studies preferred but not required. Relevant experience may substitute for the education requirement.

Working Conditions

• Professional office environment.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

EOE/Protected Veterans/Disabled/Drug Free

The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.