Internship - Operation's: Retirement Plan Services

Security Benefit Business Services / Everly Life•Topeka, KS

2d•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.