What are the responsibilities and job description for the Operations Intern Wealth Advisory Summer 2025 position at Forvis Mazars?
Description & Requirements
Forvis Mazars is seeking an intern for our Operations group within the Wealth Advisory team. Forvis Mazars Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients’ interests first. The qualified candidate for this position must be detail-oriented and possess an integrity first and positive team-player attitude.
How you will contribute :
- Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families
- Developing and maintaining in-depth expertise in multiple industry software systems including our Client Relationship Management (CRM) and Investment Portfolio software
- Preparing internal and custodial paperwork for clients
- Maintaining up-to-date client records in systems
- Working with the team to ensure timely delivery of items to clients.
- Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision
- Organizing information for quarterly tax payments
- Ensuring that tasks are on track and expectations are completed on time
We are looking for people who have Forward Vision and :
Minimum Qualifications :
Preferred Qualifications :
LI-SGF
