Internship For Finance Students (Will & Trust Writing)

We are specialist in will writing, trust creation, estate planning, wealth protection and legacy planning for individuals and corporate customers.

Who are we looking for

• Students who studying in field of marketing/ finance/ business administration/ public relation and economic.
• Required Language(s):Mandarin or English as the role requires to liaise with Mandarin speaking clients
• Skills: Communication skills, Interpersonal skills, Team work skills, build relationship skills, investment skill
• Basic Work Habits: Exhibits a positive and constructive attitude, Reports to work as scheduled and on-time, Dress and appearance are appropriate for this organization

What will you need to do

• Setting appointment with potential clients
• Answering client questions about will writing and trust setting
• Review and summarize estate planning documents, including wills, trust, and power of attorney
• Review life insurance policy statements to determine relevant information, such as deaths benefits, cash values and premiums
• Assist with the preparation of marketing materials, including informational pieces and Power Point Presentations

By the end of the internship, you will

• Acquired new learning through challenging and meaningful activities
• Demonstrated professional skills in the workplace
• Developed self-understanding, self-discipline, maturity and confidence
• Developed strong networking/mentoring relationships
• Work life balance

Are you ready to make that career shift & grow a great portfolio with us?

We will bring you to another level.

Click the ‘Apply Now’ button and we will get in touch with you soon.