Job Description

The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.

As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.

Job Summary:

The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests. This role plays a key part in facilitating new account setup, money movements, account servicing, and asset transfers through our custodial partners.

Essential Functions and Responsibilities:

• Process new account requests and account maintenance activities with custodians, including asset transfers and money movements
• Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items
• Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
• Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
• Perform daily follow-up on outstanding new account and investment advisory requests
• Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data
• 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:

• Long-term career interest in the firm and financial services industry, with a desire to grow from an internship into a full-time position
• 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 semesters
  • 25–40 hours per week during summer months

Pay: $20 per hour

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