Open Position: Operations Associate
At APCM Wealth Management for Individuals (AWMI), we are a team of smart, driven, and capable professionals who enjoy autonomy and flexibility due to the respect we have for each other. Together we approach our work of defining team goals, and the tasks to achieve them, with energy and passion. Individuals’ strengths and interests are fostered through continual professional development and mentoring. We are looking for a dedicated professional who values the trust instilled in us by our clients and thrives in a team environment.
Summary: The Operations Associate is a full-time, entry-level position that provides project-based support for the firm’s back office and client servicing. This role is responsible for the procedures and workflows that ensure we operate at the highest level to deliver the best servicing to our clients.
This position offers an excellent opportunity for growth in the financial operations profession. AWMI strives to offer a rewarding career path while providing valuable experience in the areas of financial operations in a boutique professional team environment.
Contact Amber Frizzell, email@example.com, for the full description and details.
We have a rotating internship program throughout the year. Please see the bulletin for the fall opening.
The intern will gain exposure to the overall operations of APCM Wealth Management for Individuals. The intern will work with the firm’s staff on projects relating to marketing, deliverables to the client, and investment management projects. Projects may include:
- Creating marketing pieces
- Assisting with coordinating client events
- Revamping quarterly presentation materials
- Using or modeling spreadsheets, databases, or qualitative data related to the portfolios
- Working with financial strategy programs, such as MoneyGuide Pro
- Researching and supporting client delivery
- Proofreading and posting company blogs
- Updating client portfolios
- Other tasks and projects may be assigned as well
Dependent on the firm’s needs at the time of the internship and based on the skills of the intern, they will be exposed to and have responsibilities for multifaceted duties and activities supporting the organization and its clients. This individual must be detail oriented and possess excellent social, organizational, and marketing skills.
The prospective intern must be a resident of Alaska or an Alaskan attending school inside or outside of Alaska. A Graduate student or students in their junior or senior year working towards their Bachelor’s degree will be considered. Prospective interns must have a strong interest in private wealth management or marketing. Recent undergraduate course work should emphasize a money management related field such as marketing, economics, business administration, accounting, or finance with a cumulative GPA of at least 3.0 in their major. The prospective intern must have excellent customer service skills, a high degree of motivation and initiative, a good working knowledge of Windows operating systems, and be proficient in Word, Excel, and Power Point programs.
Spring, Summer, or Fall Semester
$17/hour – Flexible 29 hours work week
Travel and housing
No Travel or housing is provided. Parking is provided.
Application and method of delivery
Prospective interns should submit via email directly to Alaska Permanent Capital Management: a cover letter, a resume, and copies of college transcripts
Revolving deadline. Contact Amber Frizzell, firstname.lastname@example.org
Amber Frizzell, AIF®
Director of Operations and Marketing