Investment Advisory Intern – Accounts & Operations

Gilder Search Group

Akron, Northern (OH, KY)

Hybrid

USD 23,000 - 32,000

Part time

14 days+

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Job summary

Valmark is offering an Investment Advisory Services Intern role in Akron, OH. You will support Financial Advisors and the Investment Advisory Services team with account servicing, data updates, and issue resolution, gaining exposure to custodians like Schwab and Pershing and to advisory operations and technology.

Ideal candidates show strong interest in financial services, exceptional communication, and high attention to detail.

Qualifications

Authorized to work in the United States without sponsorship.
Currently pursuing a degree in Business Administration, Finance, or a related field.
Availability to work onsite in Akron, OH with limited hours in spring/fall and full-time in summer.

Responsibilities

Assist with special projects involving research and data updates.
Support new account setup and ongoing maintenance including asset transfers.
Review custodial reports and notifications to identify issues and learn resolution workflows.
Monitor and follow up on outstanding account and advisory requests; escalate when needed.
Utilize Microsoft Office and Dynamics to manage daily tasks.
Learn and use industry platforms (MyCase, LaserApp, Schwab Advisor Center, Pershing NetX360).
Document detailed notes in CRM systems to support follow-up and collaboration.
Provide backup assistance to team members as needed.
Perform additional duties assigned by management.