KFS Intern in Albuquerque, New Mexico at Kirtland Federal Credit Union

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment.

We are currently seeking an intern to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Tierra Vista partners office in Albuquerque.

Join the rest of our teammates and become eligible for a generous benefits package that we offer:

This is what we would like you to do:

Join in all Kirtland Financial Services (KFS) duties to support the KFS team in delivering high-quality client service and wealth management. This role provides exposure to financial planning, investment strategies, client relationship management, and operational processes within the KFS team.

Primary Job Duties:

• Participate in team meetings, training sessions, and client calls (as appropriate)
• Perform administrative duties such as scheduling meetings, organizing files, and updating systems
• Collaborate with team members to ensure timely execution of client requests, communications and transactions
• Maintain accurate and organized client records within CRM systems
• Respond to internal requests and support day-to-day team operations
• Assist with account onboarding, operational processes and marketing support
• Assist in preparing financial plans, investment proposals, and client presentations
• Create charts, reports, and summaries for client meetings and internal use
• Monitor market news and provide summaries of relevant economic and investment developments
• Conduct research on equities, fixed income investments, mutual funds, ETFs, and market trends
• Support portfolio monitoring, including performance tracking and reporting
• Uphold strict confidentiality and comply with all regulatory and firm policies
• Assumes responsibility for related duties as required or assigned

Education/Certification:

Experience Required:

Required knowledge, skills and abilities:

To apply for this exciting opportunity, visit our careers page at www.kirtlandcu.org/careers

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.