FINANCIAL PLANNING AND CONTROL - INTERNSHIP
Posted on :
22-07-2022
Employer Active
1 Vacancy
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Jobs by Experience
0 - 2 years
Monthly Salary
KWD 1 - 100
Nationality
Any Nationality
Gender
N/A
Vacancy
1 Vacancy
Posted on :
22-07-2022
Job Description
- Comply with all policies and procedures of the firm
- Complete data entry and case analysis in financial planning software applications such as eMoney, Money Guide Pro, and tax planning software
- Help manage tasks and follow ups for clients
- Help manage account and data set-up in Tamarac Reporting and Trading programs
- Assist with firm projects that will be determined at the time of the internship but will encompass firm operations, business development, wealth management, and investment management
- Attend client meetings and take notes for the planning team
Employment Type
Internship
Company Industry
Department / Functional Area
Fresh Graduates / Management Trainee / Intern / No Experience
Key Skills
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