Financial Planning Intern

JOB SUMMARY:

The Seacoast Financial Planning Intern will apply knowledge and principles to real-world experience while working closely with the Wealth Planning team. This internship is responsible for directly assisting the Wealth Planning team with day-to-day tasks including data entry for financial plans, preparation of presentation materials, calendar coordination, and communication flow with other members of the Seacoast Wealth Management team.

The pursuit of a Business or Finance related degree is preferred, along with the understanding of investment terminology, and financial planning concepts and strategies.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Under close supervision, performs professional duties that provide the opportunity for related training in the assigned business unit.
• Handle sensitive or confidential information with honesty and integrity.
• Performs a variety of developmental assignments in assigned area under the direction of more senior-level staff.
• Utilizes related platforms to aggregate and manage data related to project reports, progress summaries and statistical analysis as required.
• Contributes individually or as part of a team to support the designated business unit.
• Assists with problem solving to maintain operational excellence and platform stability.
• Works towards goals and objectives and participates in special projects as defined and assigned by management.
• Performs other related duties as required.
• Adheres to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• Must be a current student or has completed degree recently.
• Focused, detail-oriented, and a high level of emotional intelligence.
• Demonstrated track record of initiative.
• Strong technology, research, and organizational skills.
• Enjoys working in a team environment.
• Confident, poised, and professional in appearance.
• Capable of taking on creative challenges and tight deadlines.
• Willingness to learn.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.