{"schemaVersion":"jobsearcher.job.v1","id":"bc751f0564a3cfe0339ebff2","url":"https://jobsearcher.com/jobs/bc751f0564a3cfe0339ebff2","canonicalUrl":"https://jobsearcher.com/jobs/bc751f0564a3cfe0339ebff2","title":"Administrative Intern","description":"DescriptionJoin a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.RequirementsResponsibilities: Manage calendar and schedule meetings for clients, prospects and outside vendors. Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes. Open, transfer and close customer accounts and maintain appropriate account records. Respond to incoming emails and phone calls in a professional manner. Update CRM database and client recordsQualifications: Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field Proficiency in Microsoft Excel, Word and Outlook, and Adobe CRM Database experience preferred, not requiredCulture and Core Values:KerberRose Wealth Management offers a fun, suppo rtive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty Integrity Respect Balanced Life Community OrientedOur team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.","company":"Kerberrose","rawCompany":"kerberrose","city":"Appleton","state":"WI","isRemote":false,"isActive":false,"createdAt":"2026-07-03T10:09:38.349Z","occupations":[{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-6011.00","title":"Executive Secretaries and Executive Administrative Assistants","slug":"executive-secretaries-and-executive-administrative-assistants"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Administrative Intern","description":"DescriptionJoin a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.RequirementsResponsibilities: Manage calendar and schedule meetings for clients, prospects and outside vendors. Participate in client meetings – review concerns and beneficiaries, assist with technology, and take notes. Open, transfer and close customer accounts and maintain appropriate account records. Respond to incoming emails and phone calls in a professional manner. Update CRM database and client recordsQualifications: Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field Proficiency in Microsoft Excel, Word and Outlook, and Adobe CRM Database experience preferred, not requiredCulture and Core Values:KerberRose Wealth Management offers a fun, suppo rtive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty Integrity Respect Balanced Life Community OrientedOur team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.","datePosted":"2026-07-03T10:09:38.349Z","dateModified":"2026-07-03T10:09:38.349Z","hiringOrganization":{"@type":"Organization","name":"Kerberrose","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Appleton","addressRegion":"WI","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"bc751f0564a3cfe0339ebff2"},"url":"https://jobsearcher.com/jobs/bc751f0564a3cfe0339ebff2"}}