Transfer Team Intern

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.

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

Knowledge, Skills, and Abilities:

• 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

Education & Experience:

• Pursuing a Bachelor's or Master's degree in Business, Management, Finance, or related field; will consider recent graduates

• Preferred minimum GPA of 3.0 on a 4.0 scale

Internship Details:
Hourly wage: $17.00 per hour
Internship Duration: June 9th - August 15th

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.