Title: Administrative/Finance Intern – Currently Seeking Spring 2024 (or later) Graduates!
Halbert Hargrove is a registered investment advisor (RIA) based in Downtown Long Beach. Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.
Location: Remote/Long Beach, California
Pay: $20/hour
Time: 2-3 days per week – Monday/Wednesday/Friday or Tuesday/Thursday/Friday (8-5 or 7-4)
Length of Internship: 1 year + preferred
Contact/Application: Please email your resume to Jen Caravello (jcaravello@hhga.com) with your expected graduation date, current availability, and availability for next semester/quarter of school. (Please no phone calls)
Responsibilities include, but are not limited to:
• Coordinate with team of interns to ensure all projects are completed on time
• Wealth Advisory document creation and review
• Utilize excel and CRM to update and maintain system data
• Accurately prepare materials for client meetings
• Review and synthesize notes from prospect calls
• Generate proposals for prospects
• Research and determine eligibility of incoming asset transfers
• Reference and update intern procedures for clarity while completing assigned tasks
• Develop and maintain professional relationships and strong communication with colleagues on projects
• Manage workload to maximize accuracy and efficiency, freeing up time to assist in non-routine tasks as needed
• Research and learn how to navigate video editing software and excel to help complete marketing and operations projects
Position Qualifications:
• Any class year welcome (Freshman/Sophomore/Junior preferred)
• Finance/Economic majors preferred
o Applicable coursework: FIN 300, 310, 350, or 360 strongly encouraged
o Applicable coursework: Information Systems strongly encouraged
• Self-starter that takes initiative and ownership of work
• Professionalism, personal accountability, responsiveness, and resourcefulness
• Demonstrates excellent teamwork skills
• Excellent attention to detail
• Ability to successfully manage and complete multiple responsibilities
• Willingness to learn and utilize new technical skills to assist operations team
• Strong analytical and quantitative skills
• Strong written and verbal communications skills
• Proficient in Microsoft Office Suite
