Transfer Team Intern
About The Position
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. The Job/What You’ll Do: The Transfer Team focuses on creating a memorable and positive experience for clients transferring assets on and off platform, with a goal of working towards a touchless processing experience. You will gain work experience with business operations in a financial service-related field, learn best practices for improving internal processes and streamlining procedures, and gain insight into how to successfully collaborate within a dynamic organization. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.
Requirements
- Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
- Ability to quickly learn AssetMark technology systems
- Excellent written and verbal communication; technical writing proficiency preferred
- Ability to self-direct and manage time and priorities
- Attention to detail; must be accurate and precise
- Ability to work independently and be a team player
- A positive, team oriented, can-do attitude
- Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or related field; will consider recent graduates
- Candidates must be legally authorized to work in the US to be considered.
- We are unable to provide visa sponsorship for this position.
Nice To Haves
- Preferred minimum GPA of 3.0 on a 4.0 scale
Responsibilities
- Review and research a current business problem impacting the Transfer Team, and work with leaders, peers, the team and key stakeholders on possible solutions
- Drive execution on any solution to defined business problem
- Solution should positively impact team and drive improved results, including improving accuracy, increased productivity or efficiency, an enhanced client experience or stronger team engagement
- Identify gaps and possible improvements throughout the project, ensuring to track and report out on possible fixes/solutions
- Engage and communicate with key stakeholders along the way and keep all impacted teams aware of progress and report out on any changes
- Present on project outcomes and learnings at the end of internship
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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What This Job Offers
Career Level
Intern
