OPIS Financial Services Intern

Actively participate in the BankNewport Summer Internship Program by assisting the department with various duties and tasks.

At the culmination of the internship, the intern will create a final presentation to showcase the skills and knowledge acquired through the program.

This is a full time, on-site opporunity as the intern will be working out of the Portsmouth, Rhode Island Branch supporting LPL Financial Advisor’s.

• Learn how to prepare and process client paperwork
• Supporting the FA on general administrative activities like answering calls, following up on paperwork, organizing paperwork.
• Help prepare for client meetings and coordinate follow-up correspondence
• Perform account maintenance such as E-file client statements and correspondence
• Handle advisor needs proactively
• Creates efficiencies in internal reporting (Excel, Tableau)
• Assist in various projects as needed
• Provide office support such as greeting clients, assistance with mailings, calling campaigns, etc.

• Must be current undergraduate or graduate student at an accredited college or university
• Enthusiasm for a career in Financial Services/Wealth Management

SUPERVISORY SCOPE:

No supervisory responsibility

INDEPENDENT ACTION:

Performs work within established guidelines and according to specific procedures.  Refers problems to immediate supervisor.

BANKNEWPORT CORE VALUES:

• We celebrate individuality
• We empower employees to be creative problem solvers
• We invest and take the time to really get to know our customers
• We commit to serving the financial needs of Rhode Islander’s