Internships: Tax, Accounting, Insurance or Investments

Welcome To WealthCare, Inc.

We have multiple opportunities available at our Cold Spring, Melrose and Eden Valley offices.

An ideal candidate for this position is someone who has both professional excellence and a strong commitment to both personal and organizational growth. This individual is driven by a genuine desire to contribute meaningfully to the company’s success and to become an integral part of our team.

Basic Qualifications:

• High School Graduate
• Working towards a higher degree, preferably in Accounting, Finance, or Global Business.

Expected Responsibilities:

• Answer client phone calls
• Interact with clients in a positive, friendly manner
• Schedule appointments using Calendly
• Scan documents and save into system
• Update workflow systems

This position comes with the flexibility to select a field of focus based off your desires. Some additional expected responsibilities dependent upon the selected field may be as follows:

INVESTMENT:

Update & prepare paperwork for clients. Learn process of opening new accounts. Work with Investment Advisor to learn the products and procedures.

INSURANCE:

Take client information and work with a licensed insurance agent to learn insurance products and procedures.

TAX:

Organize tax documents. Do some data entry on tax returns that will be reviewed by a tax preparer. Distribute client drafts of tax returns.

PAYROLL/BOOKKEEPING:

Reconcile bank statements, credit card statements, and loans. Prepare and process payroll, file the quarterly and annual reports.

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