The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.
As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.
Job Summary:
The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams through hands-on training, guided account servicing activities, and issue resolution. This role is designed to build a strong foundation in advisory operations by learning how new accounts, money movements, and asset transfers flow through our custodial partners, while developing troubleshooting and problem-solving skills alongside experienced team members.
Essential Functions and Responsibilities:
- Assist with special projects focused on learning regulatory, compliance, and operational workflows, including research and data updates
- Assist with new account setup and account maintenance activities by learning and supporting asset transfers and money movements through our custodial partners
- Review custodial reports and notifications to identify issues, learn resolution workflows, and support follow-up under team guidance
- Primary tools to manage daily workflows: Microsoft Office and Microsoft Dynamics
- Industry platforms you will be trained on: Valmark’s MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
- Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
- Support daily follow-up on outstanding new account and investment advisory requests, escalating issues as needed
- 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
Related Qualities:
Our ideal candidate has the following qualities:
- Long-term career interest in the firm and financial services industry, with a desire to grow from an internship into a full-time position
- Professional, clear, and effective communication skills
- High level of attention to detail and organizational skills
- Proactive mindset with the ability to manage responsibilities independently
- Commitment to personal and professional development
Requirements:
- 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
- 30–40 hours per week during summer months
Pay: $20 per hour