Transition Support Intern

About Wealth Enhancement

Wealth 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 80000 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 .

Our Corporate Office is seeking a Transition Support Internto join our team. This internship offers handson experience in operational support including mail processing case triage documentation management and workflow coordination within a fastpaced 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. Were specifically seeking candidates who reside in the Minneapolis/St. Paul Metro area. This is a hybrid work opportunitybased 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 Functions

1. Mail Processing Support

• 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

2. Case Triage & Operational Support

• 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

3. Administrative & Documentation Assistance

• 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

4. Additional Operational Projects (as assigned)

• 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

Education/Skill Requirements

• Preferably Pursuing bachelors 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

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38700.00 to$ 54200.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. As an intern you may participate in the following benefits & development opportunities:

• Training and professional development

• Wellness programs and resources

• Workers compensation employer paid

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information 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.

Click the following link to view Federal and E-Verify posters: Link

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.