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Intern - Administrative Assistant, Investment Services

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Fremont Bank

8d ago

  • Internship
    Full-time
    Summer Internship
  • People, HR & Administration
    Banking & Finance
  • Fremont

AI generated summary

  • You should be a junior/senior with a 3.0+ GPA, proficient in Microsoft Office, possess strong communication skills, have office support experience, and show interest in financial services.
  • You will support Trust Officers and Financial Advisors, maintain client accounts, handle phone calls, manage documents, assist with client events, follow up on paperwork, and report expenses.

Requirements

  • Minimum Qualifications
  • Excel, PowerPoint, MS Word, Outlook, CRM
  • Accounting, Economics, Investment management, public speaking, working
  • Eligibility and Requirements
  • Only individuals possessing outstanding character, a high degree of motivation, and the willingness to learn will be selected.
  • To be considered, students must meet the following qualifications:
  • Candidate should be taking upper division courses (junior or senior year)
  • Candidate should express interest in working in a related field that supports financial services, after graduation
  • Candidate should be in good academic standing with a GPA of 3.0 or higher
  • Candidate must be returning to their campus following the program
  • Have a reliable means of transportation to and from the workplace
  • Have excellent customer services/client focus, teamwork, and collaboration
  • Ability to write and communicate effectively and have solid attention to details
  • Experience in administrative/office support and phone skills
  • Knowledgeable in using Microsoft Offices including Word, Excel (pivot tables, charts); PowerPoint, Visio and Outlook
  • Experience in research, analysis and statistical data are a plus

Responsibilities

  • Provide administrative support to the Trust Officers & Financial Advisors on all accounts
  • Perform client maintenance for accounts
  • Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
  • Assist with assigned Client Events
  • Contact and follow up with clients on paperwork and needed documents
  • Performs routine tasks independently
  • Assist with necessary expenses and internal reporting

FAQs

What is the hiring salary for the Intern - Administrative Assistant position?

The hiring salary is $20.00 per hour.

Where is the internship located?

The internship is located in Fremont, CA.

What department will the intern be working in?

The intern will be working in the Investment Services Department.

What kind of tasks will the intern be performing?

The intern will perform various administrative support duties, including answering phones, providing client maintenance for accounts, preparing reports, and assisting with client events.

What are the minimum qualifications required for this internship?

Candidates must possess skills in Excel, PowerPoint, MS Word, Outlook, and CRM, and should have knowledge in accounting, economics, investment management, and public speaking.

What is the eligibility requirement regarding academic standing?

Candidates must be in good academic standing with a GPA of 3.0 or higher and should be taking upper division courses (junior or senior year).

Will the intern receive oversight during the internship?

Yes, there will be weekly oversight and meetings with the Director of Investment Services.

Is prior experience required for this internship?

Experience in administrative/office support and phone skills is preferred; however, knowledge in research, analysis, and statistical data is a plus.

Are there any transportation requirements for the role?

Yes, candidates must have a reliable means of transportation to and from the workplace.

What can the intern expect to learn during the program?

The intern will understand how various aspects of a financial plan fit together, including basic investment management and basic trust administration.

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Fremont Bank

Fremont Bank was founded 60 years ago to be a driver of long-term prosperity in our community.

Finance
Industry
501-1000
Employees
1964
Founded Year

Mission & Purpose

Fremont Bank is one of the oldest locally owned banks in the San Francisco Bay Area. It was founded in 1964 and is based in Fremont, California. We know that community banking makes a difference to our customers, our business partners, and our employees. We believe that each success in our community improves the quality of life for us all. That is why we’ve held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none. Fremont Bank was selected as the seventh “Best Workplace in the Bay Area” in the large company category in 2018. We were also honored by the San Francisco Business Times as one of the “Top 65 Corporate Philanthropists in the Greater Bay Area"​. The Bank has made it on the coveted list, which is based on total cash contributions paid by companies to Bay Area nonprofits, every year since it entered the survey in 2003.