Transition Support Intern at Wealth Enhancement in Plymouth, MN

Summary: Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Transition Support Intern will gain hands-on experience in operational support, including mail processing and case triage, while contributing to smooth client transitions. Responsibilities: - 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 - 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 - 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 - 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 Required Qualifications: - 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 Required Skills: Microsoft Office Suite Nice-to-Have Skills: Client service support, Data entry Benefits: Training and professional development, Wellness programs and resources, Worker's compensation – employer paid