What are the responsibilities and job description for the Summer Intern position at Longtide Financial Partners?
Job Title: Summer Intern
Location: Braintree, Massachusetts
Company: Longtide Financial Partners
Salary Range: $20 per hour, 35 hours per week
About Us: At Longtide Financial Partners, we’re passionate about helping our clients achieve their financial goals. We believe in a friendly, client-focused approach to financial planning and are looking for someone to help us with administrative tasks over the summer.
What You’ll Do: As a summer intern, your main role will be to answer incoming calls and schedule client meetings. Your role will involve:
- Answer incoming calls from clients.
- Confirm and schedule upcoming client review meetings.
- Sort incoming mail and maintain files.
- Add meeting notes to our CRM system and assign tasks to our team.
- As part of your internship, you will also have opportunities to shadow our financial advisors to learn more about the field.
What We’re Looking For:
· Organized, friendly individuals.
· Strong attention to detail.
· Interest in financial planning career path is a plus, but not required.
How to Apply: If you are interest in applying, we’d love to hear from you! Please send your resume and a brief cover letter to Chad Gutner at chad.gutner@longtide.com
Salary : $20