Investment Advisory Services Intern
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At Valmark, people are the most critical component of our long-term success and fittingly, the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a genuine desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of being a Top Workplace in Northeast Ohio every year from 2020! Click here to learn what our employees have to say about working at Valmark.
The Investment Operations team is currently seeking an intern to gain hands-on experience with industry giants like Schwab and Bank of New York/Pershing. During this opportunity, the Investment Advisory Services Intern will develop expertise in all areas of the finance industry, including technology, tax, investment advising, and more. If you are passionate about finance, eager to gain real-world experience, and aspire to build a successful career in the industry, this internship offers a unique opportunity to learn from the best, work with industry leaders, and develop a strong foundation for your future.
Job Summary:
The Investment Advisory Services Intern is primarily responsible for account service and maintenance requests from our Financial Advisers. Interns provide support to our Investment Advisory Services teams to help facilitate new accounts, money movements, account service, and asset transfers with our custodial partners.
Essential Functions and Responsibilities:
- Process new account services and maintenance requests with custodians, including account transfers, money movements, etc.
- Monitor custodial reports and notifications and take appropriate actions to resolve actionable items
- Utilize various software technologies to process daily workflow: Microsoft Office and CRM, OnBase, MyCase, LaserApp, Schwab Advisor Center, Pershing NetX360
- Record detailed notes in CRM for further processing by other team members
- Daily follow-up on outstanding new account and investment advisory items
- Assist on special projects including generating regulatory and compliance reports: review research and update data
- Assist team members with research and troubleshooting
- Provide backup assistance to other team members as business needs dictate
- Perform other tasks assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
- Enthusiasm for the finance industry and a willingness to learn
- Strong communication skills and professionalism
- Commitment to ongoing personal and professional development
- Proactive and detail-oriented with the ability to take on responsibilities
Requirements:
Must be currently enrolled in college seeking a college degree in Business Administration and/or Finance and be available to commit 15-25 hours per week during the spring/fall semesters and 25-40 hours per week during the summer months.