If you are a highly motivated, energetic, detail oriented business major looking to learn more about financial services, this is a great opportunity to gain experience.  Interns provide administrative support to departments such as Asset Management, Client Service, Financial Planning, Marketing and Human Resources in addition to assisting with special projects. 

Responsibilities include, but are not limited to:

• Data entry and analysis
• Assist in the formulation of financial and marketing plans
• Creation of Word, Excel and Power-Point documents
• Faxing, scanning, copying, filing
• Other duties as assigned.

Candidates should meet the following qualifications:

• Undergraduate student from accredited college, entering Junior or Senior year
• Business major with interest in a career in Financial Services
• Strong written and verbal communication skills
• Proficiency with MS Office
• Excellent organization skills
• Prior coursework in finance and/or investments

For consideration, please email your résumé and cover letter, along with days/times you are available to work, to Bobby Blanco, Managing Member bblanco@cwmllc.com

 Administrative Assistant

Candidate will be responsible for performing general administrative tasks in addition to client service support. Typical duties include, but are not limited to:

• Handling incoming calls,
• Maintenance of partners’ calendars,
• Establishing and maintaining client files,
• Data entry/updating information into company database,
• Sorting, logging and distributing mail and faxes,
• Messenger and overnight pickup & delivery,
• Copying/scanning,
• Greeting clients and business visitors, etc.
• Back-up reception desk support.

Skills Required:

• Professional, positive attitude and appearance,
• Excellent verbal and written communication skills,
• Strong phone etiquette,
• Ability to work independently with strong administrative/problem solving skills,
• Highly organized and able to prioritize,
• Ability to multi-task in a highly visible fast-paced, team-oriented environment,
• Attention to detail,
• Proficient in Microsoft Outlook, Word, Excel,
• Prior experience in financial services or group insurance preferred.

If you possess these skills and are an organized, client driven individual, please send cover letter with salary requirements and resume as a Word attachment to Bobby Blanco, Managing Member bblanco@cwmllc.com

 If you are interested in working for Capital Wealth Management, LLC but do not see an opportunity listed for the specific type of work you do, you may send your resume to Bobby Blanco, Managing Member bblanco@cwmllc.com
and we will keep it on file in the event a suitable opportunity becomes available in the future.  Please send your resume with cover letter as a word attachment, describing your career interests and salary requirements.

Capital Wealth Management, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Capital Wealth Management, LLC complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.