Wealth Management Intern
POSTED: 11.13.08
LOCATION: Akron
DEPARTMENT: Wealth Management
DESCRIPTION: SS&G Wealth Management, a division of SS&G Financial Services, Inc., the largest private accounting firm in Ohio, has a great part time opportunity for a Business School Finance major with good business sense and the ability to work well with our team in a professional office environment.
Learn firsthand how SS&G uses proactive planning for the future to maximize individual wealth and efficient qualified plans and insurance needs for their businesses. Learn how executives require the planning services of our specialists to navigate their complex tax, investment and financial affairs.
Duties will include research projects and cost basis work, preparation of correspondence and materials for qualified plan meetings, client service assistance by phone, maintaining internal databases, copying, mailings & filing. Training will be provided although an overall knowledge of Excel and Word is required. We can be flexible with your school schedule keeping in mind our ideal candidate must be available to work part-time (15 to 20 hours per week) during M-F business hours (8:00 - 5:00) at our Akron/Fairlawn office.
This could lead until a full-time position within our organization down the road for the right candidate.
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