Dowling Group Summer Internship
About Us: The Dowling Group is a dynamic organization committed to providing exceptional financial, tax, and wealth management services to our clients. We are seeking a motivated and detail-oriented summer intern to join our team. This versatile internship offers hands-on experience in financial, tax, and wealth management operations, equipping you with valuable skills for your future career.
Key Responsibilities:
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Client Communication:
- Handle inbound and outbound calls professionally.
- Conduct outreach for tax prospecting and client engagement.
- Address client inquiries and provide excellent service.
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Administrative Support:
- Review and update process documentation.
- Update spreadsheets with compliance-related notations, including inherited accounts.
- Assist with data entry and document organization.
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Financial and Tax Operations:
- Support cash flow management and periodic payment processing.
- Verify and manage beneficiary information.
- Review and confirm required distributions (RMDs, QCDs) and compliance accuracy.
- Assist with tax research, filing preparation, and estimation updates.
Qualifications:
- Current enrollment in a bachelor’s or associate’s program in finance, accounting, business administration, or a related field.
- Strong communication and organizational skills.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Detail-oriented with the ability to manage multiple tasks effectively.
- Interest in financial services, taxation, or wealth management.
- Previous experience in customer service or administrative support is a plus.
Benefits of the Internship:
- Gain hands-on experience in a professional financial services environment.
- Develop skills in client interaction, organization, and compliance.
- Receive mentorship from experienced professionals.
- Build your resume and expand your professional network.