Wealth Financial Services & Tax Advisory Intern Buffalo Grove, IL · Intern Company website

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At Wealth Financial Services & Tax Advisory we believe in an educational approach and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory.

Our Core Values 

Our culture is shaped by shared values that guide every decision and interaction: 

• Time: We value time as a precious resource, prioritizing and using it efficiently. 
• Gratitude: We intentionally express appreciation in all opportunities. 
• Ownership: We take full responsibility for our relationships and are accountable for our outcomes. 
• Trust & Respect: We build trust and uphold respect by keeping our commitments. 
• Collaboration: We foster inclusion, seek diverse perspectives, and value teamwork. 
• Betterment: We embrace innovation, pursue growth, and apply knowledge to benefit ourselves and our stakeholders. 

Interns are expected to embody these values as they contribute to meaningful work and develop both professionally and personally within our team. 

 

Team Experience 

During the internship, participants will have opportunities to engage with: 

• Wealth Solutions Team: Support operational and administrative processes that ensure the seamless implementation of financial plans, account management, and day-to-day client needs. 
• Client Experience Team: Assist with marketing, communications, and event coordination to enhance brand awareness, client engagement, and relationship building. 
• Advisory Team: Support research and planning initiatives and learn how personalized financial strategies are developed and delivered. 

Job Duties

• Assist with administrative, operational, and client service projects 
• Conduct research and support preparation of client materials and reports 
• Maintain and organize documentation and records 
• Participate in team meetings and contribute ideas for improvement 
• Support efforts that enhance efficiency, collaboration, and client experience 
• Coordinate and execute seasonal mailings, particularly during tax season. 
• Assist with special projects, including data updates, transfers, and other administrative initiatives. 

Competencies, Knowledge & Abilities

• Strong ability to prioritize tasks and manage time effectively in a dynamic environment 
• Skilled at managing multiple responsibilities simultaneously while maintaining accuracy 
• Exceptional attention to detail with a commitment to quality and precision 
• Results-oriented with a focus on achieving objectives and meeting deadlines 
• Demonstrated initiative and ownership in driving projects to completion 
• Analytical thinker with strong problem-solving abilities 
• Committed team player with a strong work ethic and dedication to collective success 
• Professional phone demeanor with clear, confident communication skills 
• Excellent command of written and spoken English, with strong grammar and proofreading skills 
• Comfortable working in fast-paced, high-volume environments 
• Proficient with standard office software and technology tools 
• Highly organized with strong follow-through and task completion skills 
• Able to manage competing priorities and adjust to shifting demands 
• Resourceful and proactive in identifying solutions and resolving challenges 

Minimum Requirements

• Education program in progress toward a bachelor's degree 
• Working knowledge of computer and phone systems as well as basic software applications 
• Understanding of the importance of operating within a structured environment 
• Adaptability and appropriate accommodation and flexibility. 
• Ability to learn and apply knowledge with a balance of quality and throughput. 

Personal Skills

• Strong interpersonal and communication skills, with the ability to build positive relationships. 
• Consistently demonstrates a professional and optimistic attitude. 
• Exceptionally well-organized, with a structured and detailed approach to work.