Job Details

HTK Intern - Summer 2018

Company name
Penn Mutual.

Location
Horsham, PA

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Profile

About Penn Mutual

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com

Position Overview:

This position is responsible for providing administrative and project support to Penn Mutual’s Broker-Dealer subsidiary Hornor, Townsend & Kent. The individual will be responsible for assisting HTK personnel with various programs and systems. This will be an excellent opportunity to “learn the ropes” through broad based exposure to various broker-dealer departments and gain invaluable experience working in a high tempo, values-oriented team culture.

Over the 10-12 week internship, this individual will have the opportunity to rotate between several departments at HTK including;

HTK Operations

– Gain experience in the back office operations of a Broker Dealer/RIA (trading, commission processing, cashiering, new accounts)

HTK Products /Services and sales support

- Become familiar with products and services offered by HTK

HTK Supervision

- Learn about the daily supervision activities of Advisers and the regulatory environment

HTK Finance-

Work with the accounting, financial budgeting, accounts payable/receivable team

Required Skills

Skills & Abilities

Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.

Ability to work with others in a collaborative team environment.

Strong organizational and time management abilities.

Ability to analyze and update existing procedures.

Excellent research and data analysis skills.

Ability to manage multiple tasks, assignments in a challenging environment with competing priorities.

Good written and verbal communication skills.

Strong competency in utilizing Microsoft Suite Programs.

High standards of ethics and integrity.

Critical thinking.

Ability to work as an effective member of a team.

Education/Licenses/Professional Designations

Pursuing a College Degree in business, project management and/or administration

All Associates Exemplify Our Penn Mutual Values:

Acting With Integrity—

We have the conscious intention to do the right thing.

Respecting One Another

—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—

We foster meaningful connections with others.

Sustaining Our Legacy

—We are trusted guardians for what we promise.

Company info

Penn Mutual.
Website : http://www2.pennmutual.com/

Company Profile
Since 1847, we have been driven to create a world of possibilities—one individual, one family and one small business at a time. We help people do more in life by creating solutions that deliver the complete value of life insurance across life's stages, complemented by annuities and investment products.

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