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OneDigital · 1 month ago

Retirement Operations Intern

RIA-Overland Park, KS

Internship

Onsite

Intern

OneDigital is a leading retirement advisory firm committed to helping individuals achieve their best work and lives. The Retirement Operations Intern role provides a hands-on learning experience in retirement plan consulting, data analytics, and financial technology, focusing on supporting client workflows and improving data accuracy.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

No H1B

Responsibilities

Learn and explore the Salesforce CRM platform, including understanding how it supports client, plan, and advisor workflows across the national Retirement Services business

Perform data analysis and clean-up tasks, ensuring data accuracy, completeness, and consistency across key lead, opportunities, account, and plan, fields

Support ongoing initiatives to standardize data structures and improve reporting quality for business intelligence dashboards and operational insights

Partner with internal teams to document data processes and field definitions, supporting future training and adoption

Participate in team meetings, training sessions, and project updates to gain exposure to the inner workings of a leading national retirement advisory firm

Contribute to special projects such as CRM automation testing, advisor data validation, or plan segmentation analysis