Investment Advisory Services Intern

Job Description

Job Description

The Investment Operations team is seeking a motivated intern to gain hands-on experience supporting essential account and investment operations. In this role, you will work with leading custodians, including Charles Schwab and Pershing, while gaining exposure to investment advisory services, operations, technology, and tax-related processes. As an Investment Advisory Services Intern, you will collaborate with experienced professionals, develop practical skills, and build a strong foundation for a future career in the financial services industry.

At Valmark, our people are the foundation of our success. We foster a collaborative and supportive environment where employees are encouraged to grow, contribute new ideas, and serve our advisors and clients according to the Golden Rule. Through meaningful work, professional development, and transparent leadership, we provide team members with opportunities to build rewarding careers. Valmark has been recognized as a Top Workplace in Northeast Ohio every year since 2020.

Job Summary:

The Investment Advisory Services Intern supports Financial Advisors and the Investment Advisory Services team through account servicing and issue resolution. Through hands-on training, the intern will learn how new accounts, money movements, and asset transfers are processed through our custodial partners while developing practical troubleshooting, problem-solving, and client service skills alongside experienced team members.

Essential Functions and  Responsibilities:

• Assist with special projects involving research and data updates while gaining exposure to regulatory, compliance, and operational workflows
• Support new account setup and ongoing account maintenance, including asset transfers and money movements processed through custodial partners
• Review custodial reports and notifications to identify issues, learn resolution workflows, and support follow-up under team guidance
• Monitor and follow up on outstanding new account and investment advisory requests, escalating issues when appropriate
• Use Microsoft Office and Microsoft Dynamics to manage daily tasks and workflows
• Learn and utilize industry platforms, including Valmark's MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
• Document detailed and accurate notes in CRM systems to support follow-up and team collaboration
• 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:

• Strong interest in the financial services industry with a desire to learn and grow
• 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 semester
  • 30–40 hours per week during summer months

Pay: $20 per hour

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!

Company Description

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!