Business Process Outsourcing Intern

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a Business Process Outsourcing Intern to join our team. This internship offers a valuable opportunity for students to gain practical experience in project management and offshoring within the financial services industry. The intern will assist with process evaluation, building procedures and processes, and participate in meetings with our global workforce partner. Key takeaways from this role include developing a strong understanding of project management principles, modeling and reporting, enhancing skills in process optimization, and gaining insights into offshoring strategies. This position is ideal for students aspiring to build a career in business process optimization and financial services.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Reporting

• Aggregate and arrange data for KPI and efficiency reporting

• Learn about invoicing process and assist with deliverables

• Will gain an understanding of how to create, arrange, and present basic data sets

Maintain Audit Tracking

• Review Outsourcing audit documentation and assist with reporting

• Determine where improvements can be made in audit process, partner with other business lines to validate findings

• Read, review, and assess standard operating procedures and quality control documents in partnership with Senior Manager

Meet with Global Workforce Partners

• Participate in meetings with internal stakeholders and our global workforce partners

• Coordinate with internal teams and global workforce partners to ensure follow through on meeting agendas and deliverables

• Will learn about how offshoring works in a corporate setting

Special Projects as Assigned

• Assist with administrative projects as assigned

• Assist with tracking and preparation of presentations

• Provide support for other departmental functions as needed

Education/Qualifications

• Preferably pursuing bachelor’s …