Paid Internship
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ATL Global Advisors
Atlanta, GA, USA
Job Posted:
30+ days ago

Paid Internship

Intern Position Description:
ATL Global Advisors is a premier financial services firm with a long tradition of delivering client centric service. Our clients count on our vast experience in taking complex issues and reducing them to understandable, problem solving ideas. This enables smart financial choices for our clients and their families.
Position Summary
Responsible for updating and filing all client documentation, either working with a more experienced advisor or on their own. Assisting the firm’s partners with the implementation of its marketing, and business development.
Position Responsibilities
Case / Meeting Preparation
o New Clients – sit in on new client meetings to learn how our processes work
Business Management
o Work on Docupace, to verify client information is accurate and complete
o Organize filing cabinets
o Prep monthly and quarterly check blotters and securities correspondence
o Organize mail that comes through and process checks
o Keeping files compliance approved and organized
o Scan client notes / email into file
o Assisting with coordinating various marketing efforts including social media, and mass email
o Assisting with planning and executing all client events and educational conferences
o Creating new ideas for online presence through website and social medias
o Linked- in – adding existing clients to advisor pages and building marketing campaigns based on demographics
Required Skills & Experience
o Strong interpersonal, verbal, and written communication skills
o Act and appear in a professional manner worthy of the firm’s reputation
o Highly organized and detail oriented
o Exhibit strong ethics and a desire to help clients and give them extraordinary service
o Must be a team player and be available to support all team members
o Must pass criminal and credit background check