Intern Tax Qualified Plans Team NY

Date Posted: 03062025 Hiring Organization: Rose International Position Number: 479224 Job Title: Intern Tax Qualified Plans Team Job Location: New York, NY, USA, 10010 Work Model: Hybrid Shift: Approximately 20 hours per week Preference for working in-person on our designated in-office days, with flexibility for remote work on other days. On-site: Tuesday, Wednesday, and Thursday Remote: Monday and Friday Employment Type: Temporary Estimated Duration (In months): 2 Min Hourly Rate ($): 21.50 Max Hourly Rate ($): 21.50 Must Have SkillsAttributes: Data Analytics, Finance, Microsoft Excel Job Description If you are a proactive student eager to apply your academic knowledge in a real-world setting and ready to contribute to a high-performing team, we encourage you to apply for this exciting internship opportunity. Interest: A genuine interest in the retirement plan landscape and financial services is highly desirable. EDUCATION EXPERIENCE REQUIREMENTS • Currently enrolled in a Bachelor's degree program, preferably in Business Administration, Finance, Accounting, Economics, or a related field • Completion of at least 1-2 years of college coursework is preferred (sophomorejunior standing) • Prior internship or volunteer experience in a related field is a plus REQUIRED SKILLS • Strong proficiency in Microsoft Excel • Basic understanding of data analytics and metrics • Excellent communication and collaboration skills • Detail-oriented with the ability to work both independently and as part of a team POSITION SUMMARY Seeking a motivated and detail-oriented college intern to join our Tax Qualified Plans Team. This part-time internship offers an excellent opportunity to gain hands-on experience in the financial services industry, specifically within the realms of retirement plan operations and analytics. You will work alongside industry professionals, contributing to internal account reviews and a variety of special projects that support our retail annuities business. RESPONSIBILITIES • Assist with day-to-day operations of the Tax Qualified Plans Team, including internal account reviews and project support • Analyze data and prepare reports using Excel to monitor and track key metrics • Collaborate with team members across various departments to ensure seamless operations • Support ad hoc tasks and contribute ideas to improve operational processes WHAT WE OFFER • Practical, real-world experience in a dynamic financial services environment • Mentorship and guidance from experienced professionals • Insight into the operations of a leading insurance company, with a focus on retirement plan administration and analytics • A collaborative work culture that values fresh ideas and proactive problem-solving **Only those lawfully authorized to work in the designated country associated with the position will be considered. ** **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements. ** Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questionsconcerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Created: 2025-03-07