Intern - Digital Wealth

Country: United States of America

During the course of the program, the intern will:

• Participate On-the-job training in different areas related to the Digital Wealth client life cycle (Onboarding, banking operations & documentation, reporting, investment products and e-banking platform)
• Support in current projects regarding reporting to local banks, internal metrics, Appian, DocuSign and marketing campaigns follow up.
• Support Digital Wealth Commercial team in other administrative functions.
• Support around the testing with the Digital Wealth App.
• Digital Wealth will lunch the Onboarding App and the campaign manager in mid 2024 at the earliest. Those tools will need to be tested, and he/she will assist and contribute to doing those tests.
• The intern will assist Digital Wealth commercial team on all of the above, providing some senior resources a bit more bandwidth to allocate in personalize onboarding and customer service.
• Due to the close relationship with MO and operations team, he/she will be able to gain a holistic view in terms of how Digital Wealth works end to end
  
  

Education Profile & Skills:

• Bachelor's in finance, economics or business
• Proficient in Word, Excel and PowerPoint
• Excellent time management skills and ability to multi-tasks
• Excellent written and verbal communication skills
• Proficient in Spanish and English (Portuguese nice to have, not a must)
  
  

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.