Finance Intern

Finance Intern

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Finance Intern for our Green Bay office.

• Basic understanding of investment products and financial industry
• Excellent communication and interpersonal skills
• Detail-oriented with a desire for greatest degree of accuracy
• Ability to learn and adapt to new computer programs, software, and technology while welcoming change and opportunities to continuously learn and improve
• Pursuing a Bachelor’s or Associate’s degree in Finance, Accounting, or other Business degree

• Learn and develop competency in entry level tasks such as opening new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
• Input and maintain accurate client information in all appropriate databases and software applications
• Assist investment team with research and updating of procedures to positively impact client service
• Verify daily requests are received and handled to completion
• Effectively prioritize daily objectives and orderly workflow
• Learn and develop competency on various specialized financial software applications
• Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is seasonal from May-September working Monday-Thursday 9am-5pm with flexibility around college schedule. Family-friendly culture, employee-focused, and supports a healthy work life balance.