Internship- Wealth Management

RESPONSIBILITIES #Ll-Hybrid *Not eligible for sponsorship*

• Takes initiative to learn about Park brand, culture, and history.
• Develops an understanding of department operations, processes, procedures, and performance standards.
• Working alongside our Retirement Plan Services team and helping with annual appointments.
• Helping prepare for client meetings and data entry for Financial Plans.
• Contributes to projects and daily work in assigned banking department.
• Presents project results to appropriate audience as requested.
• Networks with other associates, leaders, and executives across the bank to develop strong relationships.
• Completes required trainings in a timely manner and seeks out additional learning and development opportunities.
• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
• Deliver a consistent, high level of service within our Serving More standards.
• Other duties as assigned.

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

• High School Diploma or equivalent required
• Must be currently pursuing an undergraduate degree in a relative area of study at a college or university.
• We would love to have someone with a strong interest in Financial Planning.

SCHEDULE

Typical office hours are Monday - Friday from 8:00a-5:00p. This position is on-site five days a week at our Downtown Newark, Ohio Headquarters. Expected working hours will be between 32 - 40/week.