True Capital Management

True Capital Management
Position Title: Internship
Hours: TBD
Salary: University of San Francisco Class Credit
About True Capital Management:
True Capital Management is a registered investment advisory firm who specializes in cash management, lending and asset management for high net worth individuals. Officially launched in March 2007, TCM has over 100 clients and is growing rapidly. We believe that a comprehensive life management approach is essential to creating, managing and maintaining wealth. We strive to create a balance between living your life today and being able to provide you, your family and the people you care most about with a secure and comfortable future.
Position Summary:
The intern will be responsible for various aspects of the firm’s day-to-day activities. The primary responsibility will be to organize client files, sort and organize client databases, daily mail, and assist others within the office.
Additional Responsibilities:
· Assisting with organizational tasks in the office
· Assisting with the compilation and creation of marketing presentations
· Maintaining a professional atmosphere within the office
· Creating and maintaining spreadsheets

Position Qualifications:
· Excellent spoken and written language skills
· Excellent interpersonal skills and ability to handle situations with tact and diplomacy. Ability to maintain confidentiality
· Ability to handle multiple tasks simultaneously and with ease and efficiency
· Organized, self-motivated and hard working
· Resourceful problem solver
· Experience with word-processing and excel a must

*If you are interested in the position, please email your resume and contact information to jason@truecapitalmgmt.com