Administrative Internship

Job Description

Administrative Internship | KerberRose Wealth Management

The Tone:
This is an Administrative Internship at KerberRose Wealth Management, located in Shawano, WI. The company consists of a generationally diverse group of professionals dedicated to serving clients with the highest degree of ethics and professionalism within the wealth management industry. This role offers a unique opportunity to explore the behind-the-scenes world of wealth management, providing essential office support and coordinating team needs. This enriching internship focuses on supporting internal team members and clients, with potential for long-term employment.

The TL;DR
• Role: Internship
• Type: Seasonal (May 2026 – August 2026), 25-40 hours per week
• Location: In-person, Shawano, WI
• Mission: To provide essential administrative and client support, enabling the smooth operation and client satisfaction within the wealth management firm.
• Tech Stack: Microsoft Excel, Word, Outlook, Adobe, CRM Database (preferred)

What You’ll Actually Do
• Schedule Management: Manage calendars and schedule meetings for clients, prospects, and outside vendors.
• Client Meeting Support: Participate in client meetings, assisting with technology, reviewing concerns and beneficiaries, and taking detailed notes.
• Account Administration: Open, transfer, and close customer accounts, ensuring all appropriate account records are maintained accurately.
• Communication Handling: Respond to incoming emails and phone calls promptly and professionally.
• Data Management: Assist with setting up files and updating the Client Relationship Management (CRM) software.

The Must-Haves
• Background: Early Career professional currently enrolled in or having completed a 2-year or 4-year degree in a business-related field.
• Experience: Demonstrated proficiency in Microsoft Excel, Word, Outlook, and Adobe software.
• Skills: Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe.
• Bonus: Experience with CRM Database software is preferred.