What are the responsibilities and job description for the Financial Services Intern position at Valmark Financial Group?
The Investment Operations team is seeking a motivated intern to gain hands-on experience in the financial services industry. As a Financial Services Intern, you’ll collaborate closely with team members while developing practical knowledge in areas such as technology, investment products, and operational processes. This internship is ideal for individuals who are passionate about finance, eager to learn, and committed to building a successful career. It offers a unique opportunity to gain real-world experience, work alongside industry professionals, and lay the groundwork for a strong future in financial services.
Job Summary:
The Financial Services Intern will support coordination efforts between Valmark’s clients and the Investment Operations department. This role involves assisting with business processing, resolving operational issues, and contributing to initiatives that enhance workflow efficiency and client service.
Essential Functions and Responsibilities:
Our ideal candidate has the following qualities:
Candidates must be currently enrolled in college seeking a college degree. Majors in Business Administration and/or Finance are preferred but not required. This position requires the availability to commit 16-24 hours per week on-site during the spring/fall semesters and 30-40 hours per week on-site during the summer months.
Posted: Tuesday, September 9, 2025
Job # 231
Job Summary:
The Financial Services Intern will support coordination efforts between Valmark’s clients and the Investment Operations department. This role involves assisting with business processing, resolving operational issues, and contributing to initiatives that enhance workflow efficiency and client service.
Essential Functions and Responsibilities:
- Collaborate with the Communications team to prepare content for webinars and industry-focused newsletters
- Track Agent of Record (AOR) change requests, manage follow-up, and ensure accurate and timely processing
- Conduct research on Fintech trends to support the development of tools, resources, and marketing materials for Valmark clients
- Aid with managing inbox requests, Fintech support tickets, and Investment Operations phone calls
- Support team projects aimed at improving operational efficiency and streamlining business workflows
Our ideal candidate has the following qualities:
- Genuine enthusiasm for the financial services industry and a strong desire to learn
- Clear and professional communication skills, both written and verbal
- Detail-oriented with a proactive approach to tasks and challenges
- Skilled in organizing and managing multiple responsibilities efficiently
- Strong analytical, problem-solving, and research capabilities
Candidates must be currently enrolled in college seeking a college degree. Majors in Business Administration and/or Finance are preferred but not required. This position requires the availability to commit 16-24 hours per week on-site during the spring/fall semesters and 30-40 hours per week on-site during the summer months.
Posted: Tuesday, September 9, 2025
Job # 231