Administrative Marketing Intern

Internship Opportunity

Sales-Oriented Administrative & Marketing Intern (IAR Financial Practice)

LOOKING FOR SOMEONF FOR AT LEAST ONE SEMESTER OR SEMESTER AND SUMMER COMBINED

Location: Syracuse, NY / Part-Time

Starting salary Range: $18 - $23 / commensurate with experience

Role Overview

Are you ech-savvy with a "get it done" attitude and a passion for financial services? We are seeking a proactive, sales-minded person to team up as part of the operational backbone for a high-growth IAR financial consultant practice. This isn't just a data-entry role; you will be a key player in managing our client relationships, executing marketing strategies, and driving business growth through superior service and modern technology.

Key Responsibilities

• Operational Excellence: Manage new account onboarding, prepare complex paperwork, and facilitate client service requests (money moves, account maintenance) with 100% accuracy.
• Sales & Growth Support: Proactively identify opportunities for existing clients (e.g., scheduling review meetings) and assist in managing the sales pipeline to ensure no lead is left behind.
• Marketing Management: Execute marketing plans across social media, email campaigns, and client events using tools like Canva and marketing automation.
• Digital Lead: Serve as the practice expert for DocuSign (e-signature workflows) and CRM management (data integrity, task tracking, and client reporting).  
• Marketing : updating website, social media, good with Canva, FMG, text, email, seminar and direct mail campaigns.
• Client Service Liaison: Act as the first point of contact for high-net-worth clients, providing empathetic and professional communication via phone and email.

Qualifications & Skills

• Tech Mastery: Highly proficient in DocuSign, CRM platforms (e.g., Salesforce, Redtail), and the Microsoft Office 365 Suite (especially Excel).
• Sales Mindset: Ability to communicate value and maintain a focus on business development while handling administrative tasks.
• Experience: 2–5 years of experience in financial services or a fast-paced professional office environment is preferred.
• Soft Skills: Exceptional people skills, emotional intelligence, and the ability to remain calm under pressure.
• Attention to Detail: A "perfectionist" approach to compliance-related documentation and financial reporting.

Why Join Us?

• Opportunity for career growth in the wealth management industry.
• Competitive salary and performance-based bonuses.
• 401(k) Match, PTO

How to Apply

Please submit your resume and a brief cover letter explaining why your technology and people skills make you the perfect fit for this role to dave@arabellawealth.com

FYI - background check and finger printing required

Company Description

What we do :

While developing a customized financial program, for your company or personal retirement and security plan, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Individual and business financial planning
Investment management and analysis
Individual, group, life, disability and LTC insurance
IRA, 401 (k), 403 (b), SEP, Simple
Defined benefit & profit sharing pension plans
Stock option analysis
Retirement income strategies
Estate conservation