You Will: -Assist with research projects related to the wealth management industry -Support compiling invitation lists from Advisor Database for Advisor Summits -Update database of attendees to clean up duplicates and outdated information -Remove outdated reports and videos from database -Personal Outreach to summit invitees (via phone or email) -Help answer conference inquiries (website, email and phone) and filter to the correct department -Provide information and support to attendees as it relates to Advisor Summits, Regional events, and Advisor Rankings -Help with communications to conference speakers -Help maintain data for conference speakers and content submissions -Update the accuracy of conference content in internal databases, websites, and printed materials -Support and organize the Continuing Education Credit application process -Work in systems to manage projects, including FileMaker and Cvent You Have: -Completed at least two years towards your Bachelor’s Degree -Proficiency in Excel (can perform complex functions) or Google Sheets -Familiarity with financial data -A dynamic and engaging demeanor and the ability to gain expertise and earn trust with our clients -Organizational skills and attention to detail -The ability to manage multiple tasks and deadlines -An interest in finance, computer science, business administration, wealth management Program Eligibility: Enrollment in a 4-year undergraduate degree program Graduating in Dec 2027 – July 2029 (U.S.) Does not require sponsorship for employment visa status (now or in the future) in the country where applying. It is home to leading publications and products including the flagship Wall Street Journal, America’s largest newspaper by paid circulation; Barron’s, MarketWatch, Mansion Global, Financial News, Dow Jones Risk & Compliance and Dow Jones Newswires.