About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We are seeking an Operations Intern to join our team. This internship offers a unique opportunity to gain hands-on experience in the financial services industry, supporting our operations team with critical tasks related to portfolio accounting, data quality, and document retention. Key takeaways from this role include developing expertise in operations, enhancing organizational and communication skills, and gaining practical knowledge of portfolio accounting systems. This position is ideal for students aspiring to build a career in operations within the financial services industry.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Portfolio Accounting Data Entry
- Data entry in portfolio accounting system to support new client accounts and maintenance of existing relationships
- Resolve outstanding tasks in CRM systems
- Process requests for system access for internal users and portfolio accounting portal
Support data quality audits and reviews
- Perform data quality audits in various software to determine if data is inaccurate or outdated
- Partner with Operations team and other department team members as needed to collect accurate, up-to-date information for data quality audit
- Correct inaccurate or outdated information in various software
- Use Microsoft Excel to track status of data quality audit
- Present findings to Operations team and recommend an action plan to ensure data accuracy moving forward
Assist with the document retention and mailroom processes
- Manage incoming and outgoing mail deliveries
- Support the team with ad hoc projects relating to office management, report generation, and administration
- Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology
Education/Qualifications
- Preferably Pursuing bachelor’s degree in finance, accounting, or economics.
- Preferably students between their junior and senior years
- Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
- Detail oriented, highly organized and adaptable
- Proficient with Microsoft Office Suite or related software
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Intern level is $34,309 to $52,983.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:
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Training and professional development
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Wellness programs and resources
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Worker's compensation
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Top Skills
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
