Finance - Internship

Greystone Wealth is a modern investment advisory and mutual fund distribution

firm. We are looking for a responsible and organized intern to support client

servicing and daily operations.

Selected intern's day-to-day responsibilities include:

1\. Follow up with clients for SIPs, documents, renewals, and queries

2\. Maintain client records, dashboards, and investment trackers

3\. Assist in mutual fund transactions (SIP/Lumpsum/Redemption)

4\. Do preliminary reviews of client portfolios

5\. Help with basic reporting and administrative tasks

6\. Bring in new clients (optional) interns will receive a share of the

commission for every client acquired. The percentage will be discussed during

onboarding.