Wealth Advisory Intern

ORION•Berwyn Heights, MD

1d•$0 - $250•Hybrid

About The Position

About this Opportunity: As an Intern, you will be responsible for administrative support, data entry, and other specially assigned projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA. At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. Click here to learn more!

Requirements

Has ability to provide quality customer service
Has ability to interact with other departments in the organization
Has minimum of a high school diploma or equivalent
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Nice To Haves

Preferably be a current student in Junior or Senior standing working towards a bachelor’s degree in an applicable field
Preferably has prior experience in general administrative or customer service duties

Responsibilities

Ensure forms, policies, systems and other information are kept current
Maintain files in compliance with applicable legal requirements
Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)
Assist with data gathering and spreadsheet preparation for projects as assigned
Assist in gathering requested information and files
Assist with projects assigned by manager