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Operations Intern

Meyer Capital Group
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Our Story

Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer’s grandfather started the firm. Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group’s mission is our motto: Commoda Tua Ante Nostra, "Your Interest Before Ours."

 

As a fee-only fiduciary financial planning and investment firm, Meyer Capital Group wants to understand the needs of each client and help deliver a great customer experience that leaves a lasting impression. For more than five decades, Meyer Capital Group has been a firm people count on to preserve and grow their wealth. Currently, we provide services for client assets around the globe, totaling well over $2 billion. Our team combines one-on-one personal attention with state-of-the-art technology to deliver comprehensive investment management experience for each one of our clients. 

 

Your Future Team 

We are looking for an Operations Intern to join our team. You will report to the Chief Growth Officer.

 

What You’ll Do 

  • Assist with CRM (Salesforce) management
  • Assists with Internal Audits.
  • Assist in entering and tracking client data.

 

What You’ll Bring        

  • Excellent Organizational Skills
    • Must be able to Prioritize Work and Be Adaptable
    • Detailed Oriented Nature 
    • Ability to Work Independently and In a Team Environment
  • Strong Communication Skills
    • Clear, Consistent, Solid Communications Whether Verbal or Written
    • Strong Interpersonal Skills with Ability to Build Rapport
    • Comfortable Interacting with Internal Team and Clients
  • History of Providing Stellar Customer Service to External and Internal Clients
    • Experience in Financial Services Industry
  • Experience Areas:     
    • Fast Paced Work Environment; Ability to Adapt
    • Willingness to Learn and Perform Various Tasks as Assigned
    • MS Office Applications 
    • Basic Investment Knowledge

 

What We Offer

  • Hybrid Work Environment
  • Opportunity for continuation of internship throughout the year
  • Ability to increase knowledge of the financial services industry and processes 

Hightower Story:

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

 

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.