Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $15.00 - $24.19 per hour Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 N Main St Duration of of internship: Through April 30, 2025 20 hours per week Non-benefits eligible Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: + Complete all forms correctly and submit them within one business day + Handle phone calls from clients, when appropriate; transfer calls to advisor, when required + Handle advisor needs proactively + Update CRM systems + Perform mail merge for mailings, as directed by advisor + Use COMMunity Link to access Commonwealth resources, Morningstar, etc. + Use Commonwealths services efficiently + Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. + Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by ones duties. Education: + High school diploma + Associates or Bachelors degree in finance related area, a plus Experience: + Prior office/clerical experience Skills & Knowledge: + High attention to detail + Demonstrated ability to work in fast-paced environment + Superior organizational skills + Sufficient patience to do repetitive work correctly + Ability to fill out forms exactly + Proficiency in MS Office Suite (e.g., Word, Excel) + Ability to follow directions exactly Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.