It is designed to give students the opportunity to take what they are learning in the classroom and apply it to a professional work setting.
Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes or accounting
This person will be joining a team of experienced trust professionals with deep wells of experience that apply it on a national scale.
Helps coordinate the work and workflows of (Sr.) Client Service Associates, advocating for their needs both at the Branch and Corporate levels.
The successful candidate will have a deep understanding of investment landscape and insight into behavioral factors that may impact clients.
FEATURED BLOG POSTS
Talent Mapping for the Rest of the Year
As you enter the next quarter of 2023, it's important to reflect on how well your talent strategy is aligning with your business goals. This is an opportune time to design or reassess your talent mapping approach, so your recruiting and hiring scheme going forward stays in line with this year's business goals.
How to Be More Articulate and Speak More Clearly
Have you ever had those moments when you're talking to someone and have no idea what they are saying? The best response you can muster up is a simple head nod or blind agreeance?
Virtual Reality Job Interviews
With the advent of desktop computers, the arduous task of scouring through weekly job classifieds became a thing of the past. The mid-1990s brought about a new era where job seekers could easily search and apply for jobs online. The introduction of AOL's Instant Messaging feature provided an even faster means for employers and candidates to communicate and schedule interviews. As smartphones became more pervasive in the early 2000s, hiring managers increasingly used phone calls for screening and interviewing candidates. Despite this trend, over 80% of interviews still took place in person.
A Potential TikTok Ban?!
As you may already know, there has been a lot of talk lately about the possibility of a TikTok ban. While this has not yet come to fruition, it's important to consider the implications this could have for businesses and recruiters who rely on TikTok as a platform to market their brand, recruit new talent, and connect with their audience.
The Effects of Workplace Racism and Sexism
One day it's a covert statement to a mother returning to work after maternity leave. Another day it's a lingering gaze at an employee enjoying a culturally rich meal. These microaggressions (or sometimes macroaggressions) can take an employee from a confident, high-performer to one that feels insecure being themselves at work. Your employees engage with people with different ideas and feel most comfortable and valued when they can work without losing their cultural, racial, and gender identity. While most employers know this, why have workplace racism and sexism often been neglected?