Operations Intern

Hightower • Boca Raton, FL

1d

About The Position

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.
The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens communication, education and wealth planning decisions throughout all generations.
We are looking for a successful Operations Intern who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Operations Manager.

Requirements

• Current full-time undergraduate student with a preferred GPA of 3.0 or above
• You are pursuing a Bachelor's degree in a related discipline
• Strong written and verbal communication skills
• Organized, dependable, and detail-oriented
• Able to work independently and manage time effectively
• Comfortable asking questions and communicating when help or clarification is needed
• Familiarity with Excel, Word, and Adobe
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

• Assist with process client requests - profile updates
• Assist Operations Manager with special projects
• Assist with setting up new investment accounts and preparing customer welcome packets
• Prioritize and organize workflow, and prepare key documents for client meetings
• Assist Operations team with research regarding accounts, policies, and procedures
• Manage compliance related task for the Operations team
• Complete necessary filing and maintain client files
• Review previous day’s activity to ensure accuracy
• Offer administrative and office management support to the team

What This Job Offers

• Career Level: Intern