Great Wealth Management Internship- pays $15/hour
Location: Baltimore
Website: www.TIAA-CREF.org
THE COMPANY
TIAA-CREF is a Fortune 100 financial services organization, managing approximately $476 billion in assets on behalf of institutions and individuals. Known for its historic financial stability and relentless focus on long-term investment performance, TIAA-CREF offers a full range of financial services, including retirement plans, IRAs, mutual funds, brokerage services, life insurance, and 529 college savings plans.
The company is widely recognized for its leadership in areas such as lifetime financial security, retiree health care, corporate governance, socially responsible investing and diversity and inclusion.
EXPECTED RESPONSIBILITIES
The Individual Advisory Services (IAS) intern is focused on partnering with IAS teams to provide operations, research, analytics, and reporting support including - performing demographic research, CRM data entry, asset tracking and resolution, and identifying the growth potential of clients. The IAS internship program provides business skills and technical training, as well as leadership development in the form of job shadowing, mentoring, and resume building.
Interns need to possess strong communication and computer skills, as well as a basic knowledge about the business and financial markets. This candidate is self-driven, motivated, and proactively seeks new tasks and challenges. Candidates should demonstrate the ability to work independently as well as part of a team, be detail oriented and show a strong degree of ambition regarding your career. Due to the sensitivity of financial and client information the intern will be analyzing, professional discretion is required.
DESIRED EXPERIENCE AND QUALIFICATIONS
• REQUIRED: Must be able to commit up to 40 hours per week during the summer and 10 -15 hours per week during the 2013/2014 school year.
• Proven understanding of, and a commitment to, working in a team environment.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Office: Outlook, Word, Access, Excel, PowerPoint, SharePoint.
• Superior follow-through, problem-solving skills, and attention to detail.
• Demonstrate a positive attitude, initiative, creativity and flexibility.
• Effective time management and resource utilization skills.
• Self-driven, motivated, and proactively seeks new tasks and challenges.
• Ability to work in a fast paced environment, manage multiple projects at once, and meet critical deadlines.
APPLICATION PROCESS
• APPLY with a resume and cover letter via UMBCworks. If you do not have a resume approved on UMBCworks already, send your credentials to Christine Routzahn, Director of Career Services, at routzahn@umbc.edu
Cover Letters need to be addressed to:
Ms. Heidi Locastro
Senior Manager | Individual Advisory Services
TIAA CREF
5801 Smith Avenue
Davis Building, Suite 100
Baltimore, Maryland 21209
Website: www.TIAA-CREF.org
THE COMPANY
TIAA-CREF is a Fortune 100 financial services organization, managing approximately $476 billion in assets on behalf of institutions and individuals. Known for its historic financial stability and relentless focus on long-term investment performance, TIAA-CREF offers a full range of financial services, including retirement plans, IRAs, mutual funds, brokerage services, life insurance, and 529 college savings plans.
The company is widely recognized for its leadership in areas such as lifetime financial security, retiree health care, corporate governance, socially responsible investing and diversity and inclusion.
EXPECTED RESPONSIBILITIES
The Individual Advisory Services (IAS) intern is focused on partnering with IAS teams to provide operations, research, analytics, and reporting support including - performing demographic research, CRM data entry, asset tracking and resolution, and identifying the growth potential of clients. The IAS internship program provides business skills and technical training, as well as leadership development in the form of job shadowing, mentoring, and resume building.
Interns need to possess strong communication and computer skills, as well as a basic knowledge about the business and financial markets. This candidate is self-driven, motivated, and proactively seeks new tasks and challenges. Candidates should demonstrate the ability to work independently as well as part of a team, be detail oriented and show a strong degree of ambition regarding your career. Due to the sensitivity of financial and client information the intern will be analyzing, professional discretion is required.
DESIRED EXPERIENCE AND QUALIFICATIONS
• REQUIRED: Must be able to commit up to 40 hours per week during the summer and 10 -15 hours per week during the 2013/2014 school year.
• Proven understanding of, and a commitment to, working in a team environment.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Office: Outlook, Word, Access, Excel, PowerPoint, SharePoint.
• Superior follow-through, problem-solving skills, and attention to detail.
• Demonstrate a positive attitude, initiative, creativity and flexibility.
• Effective time management and resource utilization skills.
• Self-driven, motivated, and proactively seeks new tasks and challenges.
• Ability to work in a fast paced environment, manage multiple projects at once, and meet critical deadlines.
APPLICATION PROCESS
• APPLY with a resume and cover letter via UMBCworks. If you do not have a resume approved on UMBCworks already, send your credentials to Christine Routzahn, Director of Career Services, at routzahn@umbc.edu
Cover Letters need to be addressed to:
Ms. Heidi Locastro
Senior Manager | Individual Advisory Services
TIAA CREF
5801 Smith Avenue
Davis Building, Suite 100
Baltimore, Maryland 21209
Posted: September 14, 2013, 3:00 PM