NFP, an Aon company · 10 hours ago
Wealth Operations Intern - South Jordan, UT
South Jordan, UT
Internship
Onsite
Intern
$18/hr - $24/hr
Start in 2026 SpringNFP, an Aon company, is a recognized leader in Business Insurance, providing innovative solutions to address significant risk and wealth management challenges. The Wealth Operations Intern will support the Operations Group by building client relationships, processing requests, and assisting with compliance and financial reporting tasks throughout a structured internship program.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Learn to build relationships with clients over the phone, in-person, and through email
Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
Reach out to clients periodically to give account and market updates
Keep detailed notes on assigned tasks and projects on CRM
Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
Assist with daily compliance tasks and reporting
Prepare financial reports and paperwork for scheduled appointments
Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
Run audits to ensure clients are compliant with tax requirements
Assist administrative staff and financial advisers with projects as requested
Conduct and present 401k fund research and analysis to plan participants
Work with outside fund and annuity companies to service client accounts
Coordinate between business partners and professional contacts
Qualification
Required
Learn to build relationships with clients over the phone, in-person, and through email
Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
Reach out to clients periodically to give account and market updates
Keep detailed notes on assigned tasks and projects on CRM
Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
Assist with daily compliance tasks and reporting
Prepare financial reports and paperwork for scheduled appointments
Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
Run audits to ensure clients are compliant with tax requirements
Assist administrative staff and financial advisers with projects as requested
Conduct and present 401k fund research and analysis to plan participants
Work with outside fund and annuity companies to service client accounts
Coordinate between business partners and professional contacts
Financial statement analysis
Financial modeling skills
Working knowledge of full Microsoft Office suite with emphasis in Excel
Strong written communication skills, preparation of business memorandums
Good interpersonal skills
Problem-solving skills
Ability to work independently and be self-driven, with ability to identify, plan and prioritize business opportunities
Preferred
Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, or co-op experience
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase