Processes and reviews account-opening paperwork, tracks pending applications, coordinates with custodians and internal teams, maintains accurate client records, verifies compliance, and supports advisors with account setup and maintenance. This part-time, in-office role requires strong organization, attention to detail, communication, and basic Microsoft Office proficiency. No prior financial services experience is required.

Short-term internship supporting a financial planning data-transfer project. Responsibilities include entering and reconciling client data between a CRM and eMoney, reviewing information for accuracy, following documented workflows, collaborating with advisors, and maintaining strict confidentiality and security compliance. Initial training is on-site, with potential remote work after proficiency is demonstrated.