The General Operations Intern specializes in supporting the financial advisor while focusing on building
practice and client relationships. The intern must also ensure the continuation of an efficient, effective, and
organized office. Specific responsibilities may include but are not limited to:

 

General Support job duties:
– Send follow up emails to qualify potential clients as a result of networking meetings.
– Research profiles of potential clients via the internet (i.e. Google, Facebook, LinkedIn, etc.)
– Set up appointments and assist in managing calendars.
– Execution of paperwork preparation and other duties, as requested.
– Assist in digital organization of business documents.
– Participate in team meetings, as directed.
– Required computer skills: E-mail, Internet, Microsoft Office.
NOTE: Prior experience with Customer Relations Management (CRM) systems / software a plus.

Qualifications (Musts):
– Must be able to commit to a minimum of 10 hours per week (at least half on-site, in midtown Nashville).
– Must be social media fluent.
– Excellent organizational and communication skills.
– Ability to work in a deadline sensitive environment.

Additional Requirements:
– Has an interest in learning financial services, leadership and small business ownership skills.
– Ability to think independently and creatively.
– Ability to use instruction to move to action quickly.
– Ability to work both independently and in a team.
– Ability to maintain confidentiality.
– Finance, Economics, Business, Marketing, or Communications degree focus.

Benefits:
– Non-paid internship for college credit.
– Networking opportunities in a professional environment.
– Opportunities to gain new skills and experience.

Ideal Start Date:
– January 2020

Action from Here:
Please email lauren.brown@nm.com with an attached resume. An interview will be requested for qualified
candidates.