Internship - Operation's: Retirement Plan Services

About the role

As an Operations Intern, you’ll be an integral part of a collaborative, agile team. You’ll assist, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Operations Internship position reports to the Assistant Vice President, Strategic Partnerships & Initiatives and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Responsibilities

• Maintain a comprehensive database tracking the reasons why applications are not in good order.
• Categorize and analyze the root causes behind incomplete or inaccurate submissions.
• Liaise with financial advisors or relevant parties to obtain any missing or incorrect information in applications.
• Provide clear guidance and support to ensure complete and accurate documentation.
• Analyze trends in application submissions to identify common reasons for missing information.
• Utilize data-driven insights to develop strategies for addressing recurring issues and improving application quality.
• Offer actionable recommendations to leadership based on analysis, aimed at enhancing processes and optimizing application integrity.

Requirements

• Full-time college student pursuing degree in Mathematics, Actuarial Sciences, Finance or Computer Science at the freshman level or higher
• Advanced Excel knowledge/skill required
• Experience with Salesforce is highly preferred
• Strong GPA in major and in all areas of study
• Strong written and verbal communication skills
• Prioritize accuracy and the ability to be very detail oriented
• Ability to work independently and take initiative

Qualifications

• Advanced Excel knowledge/skill required
• Experience with Salesforce is highly preferred
• Strong GPA in major and in all areas of study
• Strong written and verbal communication skills
• Prioritize accuracy and the ability to be very detail oriented
• Ability to work independently and take initiative

Skills

• Advanced Excel
• Experience with Salesforce

Benefits

• Holiday Pay

Pay

• Not specified

Schedule

• Hybrid schedule

Security Benefit is an Equal Opportunity Employer