Transition Support Intern
About The Position
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Corporate Office is seeking a Transition Support Intern to join our team. This internship offers hands‑on experience in operational support, including mail processing, case triage, documentation management, and workflow coordination within a fast‑paced support environment. The intern will partner closely with the CSO team to ensure accurate daily mail handling, support case routing activities, and assist with administrative tasks that contribute to smooth client transitions. Key takeaways from this role include strengthening organizational and communication skills, gaining exposure to tools such as Salesforce and Excel, and building foundational experience in operations and client service support. We’re specifically seeking candidates who reside in the Minneapolis/St. Paul Metro area. This is a hybrid work opportunity based out of our Plymouth office. In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.
Requirements
- Preferably Pursuing bachelor’s degree in finance, accounting, or economics.
- Preferably students between their junior and senior years
- Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
- Detail oriented, highly organized and adaptable
- Proficient with Microsoft Office Suite or related software
Responsibilities
- Mail Processing Support Complete daily incoming and outgoing mail processes with accuracy and consistency Log, track, and document mail activities to ensure proper routing Maintain organization of physical and digital materials related to mail workflows
- Case Triage & Operational Support Assist in triaging incoming support cases and routing them to the appropriate team member or channel Review documentation to ensure cases include required information before assignment Support the team in managing shifting priorities as new cases and urgent needs arise
- Administrative & Documentation Assistance Assist with completion and organization of transition-related paperwork Maintain accurate records and logs of completed tasks and workflows Support project based administrative work, including data entry and organization of client documents
- Additional Operational Projects (as assigned) Participate in operational improvement or data cleanup projects Support the team in ad hoc tasks related to process efficiency Shadow team members to gain exposure to broader client service operations workflows Project management software maintenance
Benefits
- Training and professional development
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Career Level
Intern
Number of Employees
501-1,000 employees
