Investment Services Intern

We are searching for an experienced Investment Services Intern.
Mishawaka, Indiana 46545

• Working with a Financial Planner to learn/evaluate asset allocation
• Assist Financial Planner with portfolio plans for clients
• Assist Financial Planner with client services and solutions
• Responsible for preparing client files, data entry
• Observe the Investment Services team and support with administrative duties, as allowed
• Assumes additional responsibilities as necessary for the growth and support of the Investment Services Department.
• Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.

• Ability to accept and manage change and set priorities to meet corporate objectives
• Clear communication and human relation skills and decision-making ability
• Ability to complete assigned projects in a timely and accurate manner, then report results to designated TCU leadership
• Ability to analyze and interpret a diversity of financial data
• Ability to utilize Microsoft products in a windows environment

• Excellent organization, planning, and time management skills

Accountability

• Accountable for the quality of work provided, documentation and follow up with adherence to TCU’s service expectations.
• Accountable for maintaining the strictest of confidentiality
• Accountable for timely completion of assigned projects.
• Expected to acquire and utilize new product knowledge.
• Accountable for Performance Management Goals as agreed upon with Supervisor.

• Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

• High School diploma (GED)
• Currently attending a college or university and have taken the intermediate level courses typically in the third year of study in the field of Business or Finance.

Hourly Wage

18.6000 - 18.6000

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.