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Division: Asset Management

Department: BerkshireBanc Investment Services - RNL

Reports to: VP, Financial Advisor Team Leader

Status: Non-Exempt

Grade: 3

Salary Range: $31,200 - $50,315

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Duration of this internship is through April 30, 2026

Purpose/Objective:

This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs.

Key Accountabilities:

+ Complete all forms correctly and submit them within one business day

+ Handle phone calls from clients, when appropriate; transfer calls to advisor, when required

+ Handle advisor needs proactively

+ Update CRM systems

+ Perform mail merge for mailings, as directed by advisor

+ Use COMMunity Link to access Commonwealth resources, Morningstar, etc.

+ Use Commonwealths services efficiently

+ Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors.

+ Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by ones duties.

Education:

+ High school diploma

+ Associates or Bachelors degree in finance related area, a plus

Experience:

+ Prior office/clerical experience

Skills & Knowledge:

+ High attention to detail

+ Demonstrated ability to work in fast-paced environment

+ Superior organizational skills

+ Sufficient patience to do repetitive work correctly

+ Ability to fill out forms exactly

+ Proficiency in MS Office Suite (e.g., Word, Excel)

+ Ability to follow directions exactly

We endeavor to make this site accessible to any and all users.

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us [email protected].