Investment Operations Intern — Hands-on Finance Experience

Valmark Financial Group; Akron (OH); On-site; USD 23,000 - 32,000; Full time

Job summary

Valmark Financial Group in Akron seeks an Investment Advisory Services Intern to support account servicing and issue resolution. You will learn how new accounts, money movements, and asset transfers are processed through custodial partners while developing troubleshooting and client service skills.

The role collaborates with Financial Advisors and the Investment Advisory Services team, uses Microsoft Office and CRM systems, and offers hands-on training across operations, compliance, and

Qualifications

• Pursuing a degree in Business Administration, Finance, or related field.
• Availability to work onsite in Akron, OH and complete required hours.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Assist with account servicing and issue resolution.
• Support new accounts, money movements, and asset transfers via custodial partners.
• Review custodial reports to identify issues and support resolutions.
• Document notes in CRM and follow up on requests.

Education

Pursuing a degree in Business Administration, Finance, or related field

Tools

Microsoft Office

CRM systems

Job description

Valmark Financial Group in Akron seeks an Investment Advisory Services Intern to support account servicing and issue resolution. You will learn how new accounts, money movements, and asset transfers are processed through custodial partners while developing troubleshooting and client service skills.

The role collaborates with Financial Advisors and the Investment Advisory Services team, uses Microsoft Office and CRM systems, and offers hands-on training across operations, compliance, and