Financial Apprentice Internship
Insight Business Coaching
Ann Arbor, MI US
Posted ago
Insight Business Coaching

Remote work is available for this opportunity.

Our coaching firm is looking for a finance-focused intern to assist our Master Coach as he advises our clients and helps them make smart, profitable decisions to meet their financial business goals. We are looking for someone pursuing an education in finance with superb math, analysis, and customer service skills. If this sounds like a fit for you, start your application today!

This position will be a minimum of five hours per week. The Internship position provides an educational experience that serves as compensation. It is great for individuals who are looking to build their resumes and gain useful, transferrable skills. We have a highly skilled coaching team that will guide our interns on how to become successful. IBC takes pride in our culture and values and is eager to expand! 

Experience serves as compensation. This internship opportunity offering valuable experience with the possibility to advance into a paid position.

Responsibilities
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

  • Assist Master Coach with our client's financial scorecards, goal-setting, light bookkeeping and accounting needs

Qualifications
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred

  • Must be pursuing a degree in a finance related field or major

About Insight Business Coaching

Insight Business Coaching is a small business coaching firm that assists businesses in reaching their full potential. We maintain a respectful, friendly and exciting work environment! As a growing business, there is ample opportunity for contribution and development working with a team that listens to and values everyone’s opinion and ideas. We pride ourselves with building positive, productive and friendly working relationships within our team and with our existing and potential clients.

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