SHP Financial Internship

Do you want to be a
Financial Intern at
SHP Financial?

The Finance Intern will be part of a new and growing team of financial professionals with a project oriented focus towards the betterment of our day to day client financial targeted interactions. As a key member of the SHP Team, the intern will work on building client portfolios and running various scenarios in our SHP Portal technology system, assisting in client meeting preparation, and a variety of financial focused projects that will help the organization increase the high touch level of service we provide to clients.

Slide "What we have to learn to do, we learn by doing." - Aristotle Slide "The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle." - Steve Jobs

Job Duties

  • Receive incoming client service calls in a friendly, warm manner
  • Record notes from every client conversation in the Redtail database, alert Partners if issues arise
  • Input new clients in our eMoney database, running various scenarios
  • Be sure clients “vault” is up to date in all client eMoney records
  • Create appropriate client file for each new account – electronic and paper as needed. Move the client folder from a “prospect” to a “client”
  • Complete and process client service work as needed
  • Assist in any marketing efforts for our financial workshops
  • CRM data entry and running various client reports to categorize high net worth clients
  • Opportunity to attend meetings with prospective clients looking for a financial advisor
  • Learn how to act as a fiduciary through various trainings
  • Prepare and delivers daily business statistics as directed by manager
  • Consult with internal team members and advisors to assist in determining the best solution for the identified business problems

Knowledge, Skills & Abilities

  • You are pursuing a Bachelor’s degree in a related discipline
  • Excellent problem solving and trouble-shooting skills
  • Ability to work independently and adapt quickly to new technologies/systems
  • Strong sense of personal courage and development
  • Ability to be flexible, resourceful, quick to learn and adapt to change
  • Solid written and active communication skills
  • You view innovation as a way of life and want to use the latest programming languages and engineering know-how to design digital solutions that transform global finance.
  • You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Minimum Requirements

  • Working knowledge of computers and software
  • Ability to learn quickly