Job Specifications
The Financial Operations team is seeking a motivated and detail-oriented intern to join our dynamic group. This position offers a unique opportunity to gain hands-on experience in the financial services industry by supporting the internal operations that drive our business. The ideal candidate will assist with daily workflows, contribute to process improvement initiatives, and collaborate with team members across departments.
At Valmark, your work matters, and so does your life outside of the office. Here, you’ll be welcomed into a supportive, growth-oriented environment where collaboration, learning, and well-being are equally valued. You’ll gain hands-on experience alongside seasoned professionals, contributing to meaningful projects and seeing firsthand how financial operations drive the success of our organization. With real investment in your development, access to mentorship, and the opportunity to build a strong foundation for your career, Valmark is where you can grow, contribute, and thrive.
Job Summary:
As a Financial Operations Intern, you will play a key role in the day-to-day activities of the Commissions team. You’ll support managers and staff with critical operational tasks that require precision, analytical thinking, and organizational skills. Throughout the internship, you’ll gain exposure to multiple systems and processes while learning how Valmark conducts business and compensates its registered representatives. This role provides an excellent foundation for students interested in pursuing careers in finance, operations, or data analytics.
Essential Functions and Responsibilities:
Manage and maintain data related to Agent of Record (AOR) changes, ensuring accuracy and consistency across systems
Monitor, update, and correct representative codes tied to accounts involved in AOR changes
Support reconciliation efforts for Third-Party Money Manager accounts, collaborating with external vendors to resolve discrepancies
Assist with reconciling commission payments that were processed incorrectly
Verify account statuses across multiple systems to ensure timely and accurate commission processing
Contribute to a variety of special projects aimed at improving the efficiency and accuracy of financial operations
Related Qualities:
Our ideal candidate has the following qualities:
Curious and eager to learn
Open to constructive feedback
Optimistic and positive attitude
Ability to work on a team
Creative thinking skills
Communication skills
Relationship building skills
Requirements:
Candidates must be currently enrolled in college seeking a degree. Degrees such as Business Administration, Finance, or Business Data Analytics are preferred, but not required. Candidates mut be available to commit 16-24 hours per week onsite in Akron, OH during the fall/spring semesters and 25-40 hours per week onsite in Akron, OH during the summer months.
Pay: $18 per hour
Posted: Tuesday, November 11, 2025
Job # 237
About the Company
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website...
Know more