Investment Services Intern

Company: Teachers Credit Union
Location: South Bend
Posted on: March 17, 2023

Job Description:

We are searching for an experienced Investment Services Intern. - South Bend, Indiana 46601 Essential Function Assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the Investment Services department. - Primary Responsibilities & Duties

• Working with a Financial Planner to learn/evaluate asset allocation
• Assist Financial Planner with portfolio plans for clients
• Assist Financial Planner with client services and solutions
• Responsible for preparing client files, data entry
• Observe the Investment Services team and support with administrative duties, as allowed
• Assumes additional responsibilities as necessary for the growth and support of the Investment Services Department.
• Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union. Specific Skills

• Ability to accept and manage change and set priorities to meet corporate objectives
• Clear communication and human relation skills and decision-making ability
• Ability to complete assigned projects in a timely and accurate manner, then report results to designated TCU leadership
• Ability to analyze and interpret a diversity of financial data
• Ability to utilize Microsoft products in a windows environment
• Excellent organization, planning, and time management skills Accountability
  • Accountable for the quality of work provided, documentation and follow up with adherence to TCU's service expectations.
  • Accountable for maintaining the strictest of confidentiality
  • Accountable for timely completion of assigned projects.
  • Expected to acquire and utilize new product knowledge.
  • Accountable for Performance Management Goals as agreed upon with Supervisor.
    • Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
      
      Minimum Requirement
      • High School diploma (GED)
      • Currently attending a college or university and have taken the intermediate level courses typically in the third year of study in the field of Business or Finance.Temporary Employee
        
        Hourly Wage18.6000 - 18.6000Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Keywords: Teachers Credit Union, South Bend , Investment Services Intern, Other , South Bend, Indiana