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Summer Student Client Services Associate
The internship will scope will include digitizing all of our files and moving them off site for cybersecurity purposes. It will also include managing our CRM system to come up with best practices for running reports and presenting data for management. Additionally, our intern will be working on a Financial Model structure for the business in excel to use for planning purposes. Finally, the intern will be involved in helping integrate clients via Future Vault, a digital platform that allows organizations and clients to share important documents in a secure way.
Faculty Supervisor:
Robert Helsley
Student:
Partner:
Vela Wealth
Discipline:
Business
Sector:
Finance and Insurance
University:
The University of British Columbia
Program:
Business Strategy Internship
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