Summer Analyst - Practice Management
New
J
JobgetherFinancial Services
United StatesFull-TimeEntry
Salary35 USD per hour
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Job Details
- Required Skills
- Data AnalysisMicrosoft ExcelPowerPointReporting
Requirements
- Currently pursuing a bachelor’s degree in business, finance, economics, data analytics, management, operations, communications, or a related field.
- Expected graduation year of 2028 and strong academic standing.
- Interest in wealth management, financial services, business strategy, or operational improvement.
- Strong analytical skills with the ability to organize data, identify trends, summarize findings, and develop recommendations.
- Advanced proficiency in Microsoft Excel and PowerPoint, including creating trackers, charts, reports, and presentation materials.
- Strong written and verbal communication skills with the ability to create clear and professional business documents.
- Ability to manage multiple priorities, collaborate with different stakeholders, and work effectively in a team environment.
- Proactive mindset with strong attention to detail and willingness to learn.
Responsibilities
- Support practice management projects by maintaining project plans, timelines, trackers, meeting notes, and follow-up actions.
- Collect, organize, and analyze business information related to advisor teams, planning activities, operational processes, and growth opportunities.
- Build and maintain Excel-based tools, dashboards, templates, and reporting materials to support decision-making.
- Assist with advisor business planning sessions, strategy workshops, team assessments, and related preparation materials.
- Prepare data summaries, presentations, agendas, and documentation to support business initiatives.
- Collaborate with internal teams across operations, technology, regional groups, and other business functions to coordinate execution.
- Identify opportunities to improve processes, strengthen documentation, and create reusable tools and workflows.
- Contribute to ongoing initiatives focused on improving team effectiveness and scalable business operations.
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