Wealth Management Co-op

Responsibilities

• Collaborate with financial planners to assess financial situations and input information into eMoney software
• Organize and summarize client living expense data
• Track completion plan rates and provide analytics
• Assist with Required Minimum Distribution (RMD) tracking
• Prepare client-friendly financial reports
• Produce corporate bond buy lists and maintain equity summary documents
• Assist with Strategic Asset Allocation Committee meeting materials
• Research and conduct due diligence of ESG holdings
• Summarize weekly Investment meeting recap reports

Requirements

• Currently pursuing a bachelor’s degree in Finance, Economics, or a related business field
• Must be a University of Cincinnati student
• Proficient in Microsoft Office applications
• Strong attention to detail and ability to manage multiple priorities
• Excellent professional communication skills
• Experience with Bloomberg, Morningstar, or eMoney is a plus