2027 Wealth Operations Intern

JobTarget, LLC; Portland (OR); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

401(k) plan

Job summary

Aldrich Wealth is seeking a Wealth Client Services Intern to support day-to-day client services operations in our Lake Oswego office. You will assist with onboarding, account maintenance, documentation, records, and team projects under guidance from experienced staff.

The role is a 8-week, 32-hour per week, non-exempt internship with no standard benefits except a 401(k) plan. Strong communication and a curiosity about financial services are valued in a collaborative team environment.

Qualifications

• Strong written and verbal communication skills.
• 2) Demonstrated attention to detail, organization, and professionalism.
• Interest in client service, wealth management, or financial services.

Responsibilities

• Support client onboarding and account maintenance activities.
• Prepare reports and client service materials.
• Assist with documentation, records, and data gathering.
• Participate in training and shadowing opportunities.
• Maintain confidentiality and professionalism.

Skills

Strong communication

Attention to detail

Curious learner

Education

Bachelor’s degree in finance, accounting, business, or economics

Job description

Description:

Join Aldrich Wealth as a Wealth Client Services Intern and gain hands-on exposure to the day-to-day operations of a client services team in a leading wealth management environment. In this role, you’ll support routine administrative and client service activities while learning how wealth management teams help clients navigate important financial decisions and achieve their goals.

You’ll work closely with experienced Client Services team members who will provide training, direction, and support as you assist with client onboarding, account maintenance, documentation, records, and other team projects. This is an excellent opportunity for a motivated student who is curious about financial services, eager to learn, and excited to build professional experience in a collaborative environment.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. They have a strong desire to learn and build new skills. If you want to work with people who care about their co-workers, strive to achieve a work-life balance within the rigors of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.

Why Aldrich

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7.5 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Check out more about Aldrich at https://wealthadvisors.com/.

You'll Get a Chance To

• Support client onboarding and account maintenance activities, including organizing documents, preparing materials, and updating records.
• Maintain accurate client and account information in Aldrich Wealth systems.
• Prepare reports, meeting materials, correspondence, and other client service materials.
• Support research, data gathering, workflow tracking, and other Client Services projects.
• Participate in team meetings, training, and shadowing opportunities to learn about wealth management and client service.
• Ask questions, seek guidance, and escalating issues appropriately while maintaining confidentiality and professionalism.

What You Bring to the Team

• Expected to complete a bachelor’s degree in finance, accounting, business, or economics from an accredited college/university by 2028
• Strong written and verbal communication skills
• Demonstrated attention to detail, organization, and professionalism
• Interest in client service, wealth management, financial planning, or financial services
• Curious, collaborative, and eager to continually learn and improve

What You Should Know

The summer internship program requires 32 hours of work per week for 8 weeks. This is a temporary, non-exempt position that requires in-person attendance. As a temporary employee, you will not be eligible for employee benefits, with the exception of the 401(k) plan.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $23.00-$25.00 per hour.

We value strong academic performance as part of our hiring process.

Please submit all undergraduate and graduate (if applicable) unofficial transcripts when applying, as they are a key part of our evaluation. We will also ask for updated transcripts later in the process, and if your academic performance doesn’t reflect the standards we consider during hiring, we may adjust our decision.

The internship position is available in our Lake Oswego office.