2018 Fall Internship Development Program-Data Insights and Automation - Req. 1803016 -Description Job Summary: Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information. Key Projects: Metrics and Measurement: establish analytical capabilities for conferences. Review attendees, sales, AUM, production of financial advisors. Email software: analyzing and manipulating raw data as it exports. Email campaigns and review post-launch. Essential Duties and Responsibilities: -Specified projects and varied assignments. -Operates standard office equipment and uses required software applications. -Performs other duties and responsibilities as assigned. -Qualifications Knowledge, Skills, and Abilities: Knowledge of: -Fundamental concepts, practices and procedures of a professional office environment. -Basic concepts, principles and practices of an assigned business unit. Skill in: -Operating standard office equipments and using, or have the ability to learn, required software applications. Ability to: -Organize and prioritize multiple tasks and meet deadlines. -Communicate effectively, both orally and in writing. -Work independently as well as collaboratively within a team environment. -Provide a high level of customer service. -Establish and maintain effective working relationships Educational/Previous Experience Requirements: Any equivalent combination of experience, education, and/or training approved by Human Resources. Preferred skills and aptitudes: analytical, data driven, intermediate Excel (ability to utilize macros and formulas/functions), process oriented. Licenses/Certifications: None Required.