Business & Finance Intern
We're looking for a student who can help us with the following:Gather the info about the client's assetsInterview the clients to get the information Use the financial planning software to provide projectionsPopulate and prepare the reports for the clientsThorough research into our clientele on demographicsWe're looking for someone with the knowledge of finance. A bonus if they are proficient in statistics and can use the CRM. This position is currently unpaid.