Transition Services Intern
AssetMark(2 days ago)
About this role
The Transition Services Intern supports the team in executing advisor business transitions and provides administrative and operational support within the financial services industry. The role offers exposure to financial operations, documentation processes, and cross-department collaboration.
Required Skills
- Excel
- Word
- Outlook
- Documentation
- Communication
- Organization
- Process Improvement
- Financial Terminology
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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