Operations 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 an Operations Intern to join our team. This internship offers a unique opportunity to gain hands-on experience in the financial services industry, supporting our operations team with critical tasks related to portfolio accounting, data quality, and document retention. Key takeaways from this role include developing expertise in operations, enhancing organizational and communication skills, and gaining practical knowledge of portfolio accounting systems. This position is ideal for students aspiring to build a career in operations within the financial services industry.

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

Portfolio Accounting Data Entry

• Data entry in portfolio accounting system to support new client accounts and maintenance of existing relationships
• Resolve outstanding tasks in CRM systems
• Process requests for system access for internal users and portfolio accounting portal

Support data quality audits and reviews

• Perform data quality audits in various software to determine if data is inaccurate or outdated
• Partner with Operations team and other department team members as needed to collect accurate, up-to-date information for data quality audit
• Correct inaccurate or outdated information in various software
• Use Microsoft Excel to track status of data quality audit
• Present findings to Operations team and recommend an action plan to ensure data accuracy moving forward

Assist with the document retention and mailroom processes

• Manage incoming and outgoing mail deliveries
• Support the team with ad hoc projects relating to office management, report generation, and administration
• Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology

Education/Qualifications

• Preferably Pursuing bachelor’s degree in finance, …