Client Services Assistant (Internship)

Job Posted 11/20/2024
Floe Financial Partners
Pasadena, CA
United States
Job Description
Job DescriptionJob Description

Internship Opportunity at Floe Financial Partners, in Pasadena


We are excited to announce a part-time paid internship opportunity at Floe Financial Partners, a reputable financial advisory firm located in Pasadena, CA. With over 37 years in the industry, we are looking for a motivated college student who is eager to learn and gain hands-on experience in a professional financial services environment. Ideally, we seek a candidate with some work experience (in any field) who is available to start in the last quarter of 2024.


Internship Details:
● Role: Client Services Assistant (Internship)
● Location: Floe Financial Partners, 140 South Lake Avenue, Suite 309, Pasadena, CA 91101 (in-person
position at our Pasadena office; not a remote role)
● Hours: Approximately 15 hours/week, with flexibility in scheduling (we can accommodate morning or
afternoon shifts, fewer or more hours, and different weekdays based on the student's availability).
● Pay: Paid internship (negotiable), in line with local market compensation for similar roles.
● Start Date: October/November/December 2024.
● End Date: Flexible, with an initial 6 to 12-month commitment.


Key Responsibilities:
● Assist with front office duties, including client reception.
● Providing support with incoming calls when necessary and assisting with client service tasks
● Submitting compliance documentation through our internal platform
● Coordinating the preparation and mailing of birthday and thank-you cards for clients
● Cabinet filing for meeting documents and contracts.
● Assisting our reporting team and supporting medium/long-term projects.
● Managing office supply orders.
● Supporting event planning, including scheduling, organizing client appreciation events, and holiday
activities.


Benefits for the Intern:
● Gain insights into the financial advisory business and industry.
● Work closely with a firm affiliated with LPL Financial, one of the largest independent broker-dealers
in the country, providing you with exposure to industry-leading practices and resources.
● Receive hands-on training to develop key skills for a career in finance, with additional online training
provided by LPL’s platform
● Accelerate your learning curve in this field through exposure to various processes.
● Opportunity to work in a small, dynamic team environment (3 in-office colleagues + Advisor).
● Flexible working hours tailored to a student's academic schedule.
● Work alongside a highly qualified and friendly staff, contributing to impactful client service.

Company Information: Since 1987, Floe Financial Partners has supported individuals, families, charities, and corporations in reaching their financial goals. We are fee-based asset managers affiliated with LPL Financial, focusing on informed, objective, and client-centered investment advice. You can learn more about us at www.floefinancialpartners.com.

Application Information: Please send Resumes to Henrique Martins, at [email protected]

Thank you,

Floe Financial Partners

Company DescriptionSince 1987, Floe Financial Partners has supported individuals, families, charities, and
corporations in reaching their financial goals. We are fee-based asset managers affiliated with LPL Financial,
focusing on informed, objective, and client-centered investment advice. You can learn more about us at
www.floefinancialpartners.com.Company DescriptionSince 1987, Floe Financial Partners has supported individuals, families, charities, and \r\ncorporations in reaching their financial goals. We are fee-based asset managers affiliated with LPL Financial, \r\nfocusing on informed, objective, and client-centered investment advice. You can learn more about us at \r\nwww.floefinancialpartners.com.