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Internship - Mercer Advisors Client Branch - Rochester, NY

Mercer Advisors
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Company Overview: 

Mercer Advisors is a total wealth management firm that provides comprehensive fee-only financial planning and investment management services. Our staff of over 300 in 36 offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client.The

Opportunity: As a branch intern, you will work collaboratively with fellow colleagues in a Mercer Advisors branch to provide and ensure the highest level of service and positive experience for our clients. 

Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and tax.. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone. 

Essential Job Functions for the Intern will include:

  1. Utilization of the Contact Relationship Management system to track client information and data
  2. Acts as an onsite dedicated service associate on a wide range of client issues
  3. Placing high priority on client and co-worker satisfacton
  4. May involve extra hours during tax season - but only during the business day.
  5. :Ability to work positively in a team setting is essential
  6. Self-motivated
  7. Communication Skills (written and verbal) 

Required Knowledge,
  1. High school diploma required
  2. Have completed a tax course and intermediate accounting
  3. Excellent analytical, decision-making, problem-solving, teamwork, and time management
  4. Strong attention to detail
  5. Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPointStrong communications skills (written/verbal) and professionalism    
  6. Ability to work independently and remain flexible as priorities change
  7. Work Schedule: 15 - 20 hours per week, daytime hours; . Specific hours are flexible - but must be consistent
  8. Working Conditions: Professional office environment.
  9. Working inside, sitting, standing. Will be assigned to a work station. No heavy lifting over 20 lbs. 
  10. Personal transportation is necessary to our office location
  11. To Apply: Please submit an application via Handshake . For any questions, please email steven.schwartz@merceradvisors.com