RESPONSIBILITIES (including, but not limited to):
• Prepare client review meeting deliverables and supporting documentation
• Coordinate and execute on team marketing efforts
• Support representative-based projects and initiatives
• Complete meeting follow-up actions in accordance with compliance standards in a timely manner
• Research industry-wide financial information and market trends to update advisors on trends affecting their clients
• Gain exposure to finance research and planning software including eMoney and Morningstar
 

WORK ENVIRONMENT:
• Fast-paced office environment with advisors and staff working side-by-side
• Business casual attire

REQUIREMENTS:
• Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
• Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
• Minimum GPA of 3.0 for consideration
• Ability to demonstrate proficiency in Microsoft Office (specifically Excel, Word & Outlook)
 

COMPENSATION:
• $18/hour