What are the responsibilities and job description for the Investment Advisory Services Intern position at ValMark Financial Group, LLC?
The Investment Operations team is seeking a motivated intern to gain hands-on experience supporting essential account and investment operations. In this role, you will work with leading custodians, including Charles Schwab and Pershing, while gaining exposure to investment advisory services, operations, technology, and tax-related processes. As an Investment Advisory Services Intern, you will collaborate with experienced professionals, develop practical skills, and build a strong foundation for a future career in the financial services industry.
At Valmark, our people are the foundation of our success. We foster a collaborative and supportive environment where employees are encouraged to grow, contribute new ideas, and serve our advisors and clients according to the Golden Rule. Through meaningful work, professional development, and transparent leadership, we provide team members with opportunities to build rewarding careers. Valmark has been recognized as a Top Workplace in Northeast Ohio every year since 2020.
Job Summary:
The Investment Advisory Services Intern supports Financial Advisors and the Investment Advisory Services team through account servicing and issue resolution. Through hands-on training, the intern will learn how new accounts, money movements, and asset transfers are processed through our custodial partners while developing practical troubleshooting, problem-solving, and client service skills alongside experienced team members.
Essential Functions and Responsibilities:
- Assist with special projects involving research and data updates while gaining exposure to regulatory, compliance, and operational workflows
- Support new account setup and ongoing account maintenance, including asset transfers and money movements processed through custodial partners
- Review custodial reports and notifications to identify issues, learn resolution workflows, and support follow-up under team guidance
- Monitor and follow up on outstanding new account and investment advisory requests, escalating issues when appropriate
- Use Microsoft Office and Microsoft Dynamics to manage daily tasks and workflows
- Learn and utilize industry platforms, including Valmark’s MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
- Document detailed and accurate notes in CRM systems to support follow-up and team collaboration
- Support daily follow-up on outstanding new account and investment advisory requests, escalating issues as needed
- 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:
- Strong interest in the financial services industry with a desire to learn and grow
- 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 semester
- 30–40 hours per week during summer months
Pay: $20 per hour
Salary : $20