Proficient Wealth Counselors LLC
Title: Internship
Summary of responsibilities: The intern assists with multiple office tasks including but not limited to ensuring that client files are properly organized and maintained, typing duties as instructed and general office appearance.
Principal responsibilities:
- Add new material to file records; create new records as necessary
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines and/or regulatory requirements
- Enter document identification codes into scanning system to determine locations of documents to be retrieved
- Find and retrieve information from files in response to requests from office staff
- Perform periodic inspections of materials or files to ensure correct placement, legibility, and proper condition
- Scan or read incoming materials to determine how and where they should be classified or filed
- Gather materials to be filed from departments and employees
- Perform general office duties, such as typing
Required knowledge/skills/competencies:
- High attention to detail
- Demonstrated ability to work in fast-paced environment
- Superior organizational skills
- Ability to work independently
- Ability to take direction (but to also ask questions when unsure)
- Computer skills; familiarity with scanning software
Email resume and cover letter to Gerald Loftin, J.D., CFP®, AIF® at gerald@proficientwealth.com. Please insert PWC Internship 2016 in the Subject line. No phone calls please.