Administrative Internship

Job Description

Location: Shawano, WI

About the Job

Join a generationally diverse group of professionals dedicated to serving clients with the highest degree of ethics and professionalism, while also supporting internal team members. This dynamic internship offers a unique opportunity to explore the behind-the-scenes world of the Wealth Management industry, with potential for long-term employment.

In this role, you will provide essential office support, manage schedules, coordinate team needs, and play a supporting role in relationship management and development. We encourage you to love what you do and do what you love in this enriching environment.

The Administrative Internship is a paid opportunity running from May 2026 through August 2026. Scheduled hours will be between 25-40 hours per week.

Responsibilities

• Manage calendar and schedule meetings for clients, prospects, and outside vendors.
• Participate in client meetings, assisting with technology, reviewing concerns and beneficiaries, and taking detailed notes.
• Open, transfer, and close customer accounts, ensuring all appropriate account records are maintained accurately.
• Respond to incoming emails and phone calls promptly and professionally.
• Assist with setting up files and updating our Client Relationship Management (CRM) software.

Requirements

• Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field.
• Proficiency in Microsoft Excel, Word, Outlook, and Adobe.
• CRM Database experience preferred, but not required.

Culture and Core Values

KerberRose Wealth Management offers a fun, supportive atmosphere defined by professionalism and a personal touch. We are committed to creating an environment that encourages and supports both professional and personal development. Our culture is driven by the following core values:

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented

Our team members are our most valuable assets. Therefore, KerberRose Wealth Management provides frequent opportunities for achievement and recognition, fostering a truly rewarding workplace.