Intern – Financial Advisory Services Part-time Spring 2025
State Employees' Credit Union
Internship
Closes on Saturday, December 28, 2024
Job Description
Position Overview
To provide project- based learning and real-world experience to rising Sophomore, Junior, Senior and Graduate students. This cohort experience will provide opportunities to enhance professionalism, gain entry-level investment services experience and receive mentorship from a designated resource within the department.
This is a paid internship opportunity for the Spring 2025 semester. The internship program is designed to be a pipeline for identifying early talent with the goal of converting interns into a part time or full-time role at SECU.
Responsibilities
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Responsible for assigned project-based research and presentation to be shared with leadership at the conclusion of the program.
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Obtain entry-level exposure to the functions of financial advisory, planning, and insurance.
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Perform administrative duties including mailings and imaging documents and other clerical duties as assigned.
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Collaborate effectively and professionally with internal coworkers and departments across the organization to aid in research and development of project.
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Assist with insurance, investments, trust services, estate planning, and retirement planning.
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Assist members with understanding, obtaining, and maintaining their investment accounts, life insurance policies, and/or annuity products.
Requirements
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Finance or Business-related major.
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Must be 18 years or older.
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Currently enrolled full-time at a US – NC based accredited university/college.
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Must commit to a 12 – 10 week internship program.
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Must commit to at least 10 hours per week.
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GPA of 2.8 or higher.
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Authorized to work in the Unites States without Sponsorship now or in the future or without receiving CPT/OPT through university/college.
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Must be a rising Sophomore, Junior, Senior or Graduate Student.
Job Environment
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Office setting with physical proximity to other employees.
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Some background noise from other employees, copy machine, and telephone.
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On-site.
Physical Demands
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Sitting for prolonged periods.
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Bending/standing for prolonged periods.
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Carrying up to 5 lbs.
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Lifting up to 5 lbs.
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Push/ pull up to 5 lbs.
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Filing for prolonged periods.
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Telephone for prolonged periods.
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Computer for prolonged periods.