Transition Support Intern

Transition Support InternWealth 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.Primary Job FunctionsMail Processing Support Complete daily incoming and outgoing mail processes with accuracy and consistencyLog, track, and document mail activities to ensure proper routingMaintain organization of physical and digital materials related to mail workflowsCase Triage & Operational Support Assist in triaging incoming support cases and routing them to the appropriate team member or channelReview documentation to ensure cases include required information before assignmentSupport the team in managing shifting priorities as new cases and urgent needs ariseAdministrative & Documentation Assistance Assist with completion and organization of transition-related paperworkMaintain accurate records and logs of completed tasks and workflowsSupport project based administrative work, including data entry and organization of client documentsAdditional Operational Projects (as assigned) Participate in operational improvement or data cleanup projectsSupport the team in ad hoc tasks related to process efficiencyShadow team members to gain exposure to broader client service operations workflowsProject management software maintenanceEducation/Skill RequirementsPreferably pursuing bachelor's degree in finance, accounting, or economics.Preferably students between their junior and senior yearsWell-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organizationDetail oriented, highly organized and adaptableProficient with Microsoft Office Suite or related softwareComprehensive Benefits OfferingsTraining and professional developmentWellness programs and resourcesWorker's compensation employer paidShould you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.