Company Overview
We are a new independent firm built by a team with decades of industry experience. The firm serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts.
We focus on two value-creating activities: 1) providing liquidity for estates through the acquisition of large portfolios of traditional life insurance, and 2) shielding investment portfolios from income tax through the acquisition of private placement life insurance and annuity investment accounts.
Internship Overview
Our Internship Program offers a unique opportunity where you will be immersed in the daily operations of a startup firm. This will allow you the chance to help build and explore various aspects of a financial services firm from the ground up. You will gain invaluable knowledge through daily business interactions and engagement in projects that directly impact our business.
Role Description/Intern Duties and Responsibilities
· Assist in core operational tasks, including reporting, design, and preparation of marketing materials
· Work collaboratively with senior management to create, maintain templates/reports
· Provide wide range of administrative tasks
· Shadow multiple office positions and receive comprehensive training in a variety of tasks
Qualifications
· Enrolled in Undergraduate Degree Program
· Proficient in Microsoft Office Suite (Word, PowerPoint, and Excel)
· Meticulous attention to detail
· Excellent written and verbal communication skills
· Energetic and eager to take on new projects
· Creative problem-solving Skills
· Ability to take direction and multi-task
Location and Additional Details
· New York, NY – Hybrid
· This is a paid position of $20 an hour for up to 20 hours per week. This is a year-round internship that overlaps with the academic quarter/semester