Administrative Intern - Spring 2027

Responsibilities: Manage calendar and schedule meetings for clients, prospects and outside vendors. Participate in client meetings review concerns and beneficiaries, assist with technology, and take notes. Open, transfer and close customer accounts and maintain appropriate account records. Respond to incoming emails and phone calls in a professional manner. Update CRM database and client records

Qualifications: Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field Proficiency in Microsoft Excel, Word and Outlook, and AdobeCRM Database experience preferred, not required Culture and Core Values: Kerber Rose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty Integrity Respect Balanced Life Community Oriented Our team members are our most valuable assets, which is why Kerber Rose Wealth Management team members are given frequent opportunities for achievement and recognition.