We are looking for a dynamic student looking to grow their skills and build their resume with us for the Spring 2025 Semester.
COMPANY SUMMARY: Our Philosophy
FORM uses a discretionary management approach to best serve our clients. Therefore, we only work with clients who agree to a discretionary account relationship, in which FORM selects the portfolio best suited to the client's financial goals, investment objectives, time horizon, and risk tolerance.
At FORM, we are committed to providing a unique 'high-touch service' experience for all our clients. We have developed a proprietary service model called the Total Relationship Approach, which our team adheres to when working with clients. This model is based on time-tested service standards and processes, reflecting our dedication to our clients' financial well-being.
JOB SUMMARY: Basic Overview
This position involves assisting the team in various tasks. The intern will gain invaluable experience and knowledge about FORM policies, procedures, and culture in preparation for a career in the financial services industry.
QUALIFICATIONS/SKILLS: Considered for This Position
Ø 1-3- years of experience or Enrolled in College seeking a Financial Degree
Ø Mature people/customer service skills
Ø Detail oriented
Ø Bachelors, Associates Degree or if in college working towards a Financial Degree
Ø Alignment with the FORM Philosophy
JOB RESPONSIBILITIES
What This Position Is Uniquely Responsible For
• Assisting the Client Service Team in preparation for appointments
• Answering phones and assisting with receptionist duties as needed
• Client Services/Concierge Assistant
• Assist with Salesforce (Financial Service Cloud) data entry - updating and organizing profiles
• Assisting with back-office operations
• Assist with Mass mailings
• Compliance assistance
• General office duties
• Understanding the on-boarding process of an employee
• Understanding the on-boarding process of a client
• Improving the client experience through assisting with updating the policies and procedures manual
• Understanding the Raymond James industry process.
• Understanding the stages of life to educate themselves on the needs of a client
• Understand the transition of clients into retirement and the need changes associated with the changes
• Gain a general understanding of the firm's philosophy and how they conduct business
• Participate in annual client meetings (4 call process. Annual, money call, 2 touch in calls)
• Document annual meeting client meeting notes in client Life Plan in FSC
• Begin continuing education process by preparing for SIE exam
• Prepare FORM Wealth Advisor perspectives weekly industry informational and share with the team