Financial Operations Intern

Come Join Our Team!

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 true 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 2023, 2022, 2021, and 2020’s Top Workplaces in Northeast Ohio!

The Financial Operations team is looking for an intern to support the internal financial operations and the team with day-to-day workflows and processes with additional projects assigned as needed.

Job Summary:

The Financial Operations Intern will be involved in the day-to-day processes of the Commissions team. This intern will support managers and the commission staff through a variety of tasks which will require organization and strong attention to detail. This paid internship will provide the opportunity to become familiar with a variety of the programs and the role will require the ability to adapt to learning new systems while learning the various aspects of how Valmark does business and pays our registered representatives.

Essential Functions and Responsibilities:

• Oversee data clean up as it relates to AOR (Agent of Record) Changes
• Monitor, update, and correct the rep codes associated with accounts that are
• involved in the AOR Change
• Support TPMM (Third Party Money Manager) account reconciliation efforts
• Collaborate with outside vendors to reconcile commissions paid on accounts incorrectly
• Process unpaid commissions by verifying account status across multiple systems
• General project assistance as needed
• Other duties as assigned

Related Qualities:

• Curious and eager to learn
• Open to constructive feedback
• Optimistic and positive attitude
• Ability to work on a team
• Problem solving skills
• Creative thinking skills
• Communication skills
• Relationship building skills

Requirements:

Must be currently enrolled in college seeking a degree. Majors such as Business Administration, Finance, and/or Accounting are preferred but not required.