Member Office Relations Intern - Valmark Financial Group

The Investment Operations team is currently seeking an intern to gain hands-on experience in the finance industry. The Member Office Relations Intern will work closely with team members to develop expertise in technology, investment products, and more. If you’re passionate about finance, eager to learn, and excited about building a successful career, this internship offers a unique opportunity to gain real-world experience, work alongside industry leaders, and build a strong foundation for your future.

Job Summary:

The Member Office Relations Intern is responsible for supporting the coordination efforts between Valmark’s Member Offices and various areas within the Investment Operations department. The intern will assist with ensuring efficient business processing and troubleshooting member office operations as needed.

Essential Functions and Responsibilities:

• Coordinate content preparation with the Communications Department for various webinars and industry relevant newsletters
• Assist in tracking Agent of Record change requests, facilitating follow-up, and ensuring accurate processing
• Conduct Fintech industry research to help develop tools, resources, and marketing materials for Valmark’s Member Offices and clients
• Support inbox requests, Fintech tickets, and Investment Operations phone call queues as necessary
• Provide operational support to the team as needed, particularly for projects designed to improve efficiency within business workflows

Related Qualities:

Our ideal candidate has the following qualities:

• Genuine enthusiasm for the finance industry and a desire to learn
• Effective communication skills and a high level of professionalism
• Proactive mindset and exceptional attention to detail
• Ability to manage responsibilities effectively
• Strong analytical, problem-solving, and research skills

Requirements:

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 15-25 hours per week during the spring/fall semesters and 25-40 hours per week during the summer months.