Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $15.00 - $24.19 per hour Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 N Main St Duration of of internship: Through April 30, 2025 20 hours per week Non-benefits eligible Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities:
Complete all forms correctly and submit them within one business day
Handle phone calls from clients, when appropriate; transfer calls to advisor, when required
Handle advisor needs proactively
Update CRM systems
Perform mail merge for mailings, as directed by advisor
Use COMMunity Link to access Commonwealth resources, Morningstar, etc.
Use Commonwealths services efficiently
Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by ones duties.
Education:
High school diploma
Associates or Bachelors degree in finance related area, a plus
Experience:
Prior office/clerical experience
Skills & Knowledge:
High attention to detail
Demonstrated ability to work in fast-paced environment
Superior organizational skills
Sufficient patience to do repetitive work correctly
Ability to fill out forms exactly
Proficiency in MS Office Suite (e.g., Word, Excel)
Ability to follow directions exactly
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
