Internship outcome:

As a Treloar & Heisel Intern, you will develop the skills necessary for success. Throughout this internship, you will gain product and industry knowledge, as well as help promote our products and services.

Internship duties:

Data entry of application information

Data quality review and data updating

Preparation of presentation materials for Advisers

Create product illustrations for Advisers

General filing, document scanning, and administration

Any other duties as assigned

Internship requirements:

Must have excellent organizational skills, attention to detail, and the ability to prioritize in a changing environment.

Must have excellent interpersonal skills and follow-up skills.

Proactive problem prevention and issue resolution leadership ability.

Proficiency in Microsoft Word, Excel, Internet, and Outlook required.

Ability to learn other software programs.

Strong verbal and written communication skills required.

Ability to work independently and as part of a team.