Wealth Operations Intern
5 days ago
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: This position is a shared resource between NFP’s South Jordan Operations Group and will report to the Vice President of Operations & Compliance.
Over eight-to-ten weeks, beginning May 28, 2026, and ending on August 7, 2026, the Summer Internship program is a paid multidisciplinary program designed to complement your classroom training and career goals. The program is designed to introduce qualified and talented students to the many facets of a growing insurance brokerage and the industry as a whole.
Interns will get opportunities to participate in a wide range of (in-person or virtual) networking and social opportunities across NFP community. Throughout the program interns will work towards a final project, drawing on their experiences across the three product segments, culminating in a presentation to NFP Leadership.
Essential Duties and Responsibilities:
- Learn to build relationships with clients over the phone, in-person, and through email
- Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
- Reach out to clients periodically to give account and market updates
- Keep detailed notes on assigned tasks and projects on CRM
- Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
- Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
- Assist with daily compliance tasks and reporting
- Prepare financial reports and paperwork for scheduled appointments
- Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
- Run audits to ensure clients are compliant with tax requirements
- Assist administrative staff and financial advisers with projects as requested
- Conduct and present 401k fund research and analysis to plan participants
- Work with outside fund and annuity companies to service client accounts
- Coordinate between business partners and professional contacts
- Redtail: Client CRM and Compliance Tracking
- Orion: Client reporting and financial tracking
- Right Capital: Financial Planning and Modeling
- SalesForce: Corporate and Group Benefits, Wealth & Retirement revenue
- AvidExchange: Accounts Payable
- Concur Solutions: Employee reimbursement
- Financial statement analysis
- Financial modeling skills
- Working knowledge of full Microsoft Office suite with emphasis in Excel
- Strong written communication skills, preparation of business memorandums
- Good interpersonal skills
- Problem-solving skills
- Ability to work independently and be self-driven, with ability to identify, plan and prioritize business opportunities
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, or co-op experience
What We Offer:
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $18.00 to $24.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
NFP and You... Better Together
NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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