Valmark Financial Group · 3 hours ago
Financial Operations Internship
Akron, OH, United States
Internship
Onsite
Intern
$20/hr - $20/hrValmark Financial Group is seeking a Financial Operations Intern who will support the Commissions team in day-to-day operations. The intern will assist with data management, reconciliation efforts, and various projects to enhance the efficiency of the Financial Operations team.
Financial Services
No H1B
Responsibilities
Oversee data cleanup related to AOR (Agent of Record) changes, ensuring accuracy and consistency
Monitor, update, and correct the representative codes associated with accounts involved in AOR changes
Support reconciliation efforts for Third Party Money Manager accounts, collaborating with outside vendors as needed
Work with external vendors to reconcile commissions paid on accounts incorrectly
Verify account statuses across multiple systems to process unpaid commissions
Aid with various projects as needed, contributing to the overall efficiency of the Financial Operations team
Qualification
Required
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
Availability to work onsite in Akron, OH: 16–24 hours per week during spring and fall semesters, 25–40 hours per week during summer months
Preferred
Curious and eager to learn
Open to constructive feedback
Optimistic and positive attitude
Ability to work on a team
Creative thinking skills
Communication skills
Relationship building skills
Company
Valmark Financial Group
ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.
Founded in 1963
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Rybka, JD, CFP®
Chairman and CEO
Elizabeth Kozenko
Chief Financial Officer
Recent News
Morningstar.com
2025-09-19
2025-07-31
Company data provided by crunchbase