Wealth Operations Intern
Compensation
$23 – $25 /hr
Employment type
Full-time
Work setting
On-site
Location
Lake Oswego, OR
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Wealth Operations Intern is an onsite position located in Lake Oswego, OR. Compensation is specified as $23–$25 per hour, and this role supports the client services team at Aldrich Wealth. This role exists to provide administrative and operational support to the wealth management team, allowing the intern to gain hands-on experience in financial services and client onboarding.
What you'll do
- Support client onboarding, maintain account records, prepare reports and meeting materials, and assist with workflow tracking.
What we're looking for
- Skills & competencies
- full-timeday shiftlake oswego orinternshipwealth managementfinanceoperationsstudentprofessionalonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) plan eligibility.
Why this role
Internship program for students pursuing a degree in finance, accounting, or business.
About the employer
Aldrich - Campus Recruiting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2099.00
You'll be redirected to the employer's application page.
Listing ID: 25ca7a8f-3b9e-450f-95b7-0cb8e7aefb8d