Internship - Operation's: Retirement Plan Services

Security BenefitTopeka, KS
Hybrid

About The Position

As an Operations Intern, you’ll be an integral part of a collaborative, agile team. You’ll assist, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Operations Internship position reports to the Assistant Vice President, Strategic Partnerships & Initiatives and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

  • Full-time college student pursuing degree in Mathematics, Actuarial Sciences, Finance or Computer Science at the freshman level or higher
  • Advanced Excel knowledge/skill required.
  • Strong GPA in major and in all areas of study
  • Strong written and verbal communication skills
  • Proven organizational skills and ability to meet deadlines required.
  • Accuracy and the ability to be very detail oriented are crucial.
  • Ability to work independently and take initiative.

Nice To Haves

  • Experience with Salesforce is highly preferred.

Responsibilities

  • Maintain a comprehensive database tracking the reasons why applications are not in good order.
  • Categorize and analyze the root causes behind incomplete or inaccurate submissions.
  • Liaise with financial advisors or relevant parties to obtain any missing or incorrect information in applications.
  • Provide clear guidance and support to ensure complete and accurate documentation.
  • Analyze trends in application submissions to identify common reasons for missing information.
  • Utilize data-driven insights to develop strategies for addressing recurring issues and improving application quality.
  • Offer actionable recommendations to leadership based on analysis, aimed at enhancing processes and optimizing application integrity.

Benefits

  • Holiday Pay
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