Administrative Intern

and the job listing Expires on August 8, 2026 Internship Accounting, Data Analytics, Economics & Finance Administrative Intern — Troy, OH – Personal Wealth Management Practice Position Overview We are seeking an Administrative Intern to support the daily administrative and client-service functions of a growing wealth management practice. This role offers meaningful exposure to how advisors prepare for meetings, communicate with clients, and manage a growing book of business. It is an ideal entry point for students interested in the client-facing side of financial planning. Responsibilities Serve as a point of contact for client communication, scheduling, and general inquiries Assist our Client Service team Prepare meeting materials, reports, and follow-up documentation Assist with client onboarding, paperwork preparation, and file maintenance Support marketing and communication efforts, including newsletters and outreach campaigns Maintain organized digital and physical filing systems Observe internal planning sessions to understand how advisors structure recommendations and manage client relationships Qualifications Professional and personable communication style Strong organizational and administrative skills Interest in financial planning, client service, or advisory support Ability to work effectively in a team environment What You’ll Gain Direct exposure to client-service operations within a wealth management practice Experience supporting advisors in meeting preparation and client communication A strong administrative foundation that can lead to roles in client service, paraplanning, or advisory support Insight into the full lifecycle of client engagement in an advisory environment #J-18808-Ljbffr Nichols College