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Financial Services Intern
Updated on 3/17/2023
Locations
Dallas, TX, USA
Experience Level
Intern
Desired Skills
NetSuite
Salesforce
Communications
Requirements
  • High level of attention to detail
  • Be flexible to task
  • Have good time management
  • Strong communication skills
  • Be knowledgeable of how you learn
  • Self motivated
  • Work with integrity
  • Fall 2023 rising Junior or Senior obtaining a bachelor's degree in Business, Finance, Accounting, Statistics, or a related degree
Responsibilities
  • Work with aging report and highlight potential collection risks
  • Sending supporting documents
  • Become knowledgeable of collection procedures
  • Correspondence with customers and stakeholders via Salesforce
  • Support on daily workflows
  • Netsuite for account information
  • Internal communication via Slack
  • Provide internal transparency on problematic cases
Trip Actions

1,001-5,000 employees

Travel & expense management solution
Benefits
  • Flexible vacation
  • Healthcare: medical, dental, & visiion for you and your family
  • Commuter benefits
  • Parental leave
  • Health & wellness stipend
  • Pet friendly
  • 401k
  • IATAN: travel related discounts
  • Connectivity Allowance
  • Learning & development allowance
Company Core Values
  • Focus on Users
  • Tech-Forward Solutions
  • Lead with Context
  • Communicate with Candor
  • Raise the Bar
  • One Diverse Team