Finance Internship - Fund Management Firm
Gain experience in the exciting field of finance as an intern at one of our hosting companies.
About host company
This hosting company was formed to help individuals and businesses through the complex maze of wealth creation, superannuation, personal insurance, and risk management. Composed of specialists in various areas that provide tailored and holistic financial advice.
About the role
- Xplan introduction, One Drive management, FD & Opt-ins
- Email and physical mail, Cash management, FDS, tax reporting
- Send authority for information and update Xplan
- Working on the FDS and opt-in process. Assisting the with Tax Planning project for the financial year
- To assist with onboarding new clients, which includes liaising with product providers in completing product summaries.
- To complete general administration work, assisting with client advice documents.
- To complete insurance and superannuation policy summaries, attended a monthly meeting for professional development
- Knowledgeable of Financial software
- Eagerness to learn all finance tasks
- Ability to multitask
- Has a sense of urgency and ability to get work done
- Has good work ethic in the team culture
- Has common sense and initiative to do the task without supervision
- Highly oriented and motivated person
- Commitment to work a minimum of 4-5 days in a week