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Valmark Financial Group · 2 days ago

Investment Advisory Services Intern

Akron, OH

Internship

Onsite

Intern

$20/hr - $20/hr

Valmark Financial Group is seeking a motivated intern for their Investment Operations team. The role involves supporting Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests, facilitating new account setup, and collaborating with experienced professionals.

Financial Services

No H1B

Responsibilities

Process new account requests and account maintenance activities with custodians, including asset transfers and money movements

Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items

Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360

Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members

Perform daily follow-up on outstanding new account and investment advisory requests

Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data

Support team members with research, issue resolution, and troubleshooting

Provide backup assistance to other team members as business needs arise

Perform additional duties and projects assigned by management