Administrative Intern - Troy, OH

Administrative Intern — Troy, OH - Personal Wealth Management Practice

Position Overview
We are seeking an Administrative Intern to support the daily administrative and client-service functions of a growing wealth management practice. This role offers meaningful exposure to how advisors prepare for meetings, communicate with clients, and manage a growing book of business. It is an ideal entry point for students interested in the client-facing side of financial planning.

Responsibilities

• Serve as a point of contact for client communication, scheduling, and general inquiries
• Assist our Client Service team  
• Prepare meeting materials, reports, and follow-up documentation
• Assist with client onboarding, paperwork preparation, and file maintenance
• Support marketing and communication efforts, including newsletters and outreach campaigns
• Maintain organized digital and physical filing systems
• Observe internal planning sessions to understand how advisors structure recommendations and manage client relationships

Qualifications

• Professional and personable communication style
• Strong organizational and administrative skills
• Interest in financial planning, client service, or advisory support
• Ability to work effectively in a team environment

What You’ll Gain

• Direct exposure to client-service operations within a wealth management practice
• Experience supporting advisors in meeting preparation and client communication
• A strong administrative foundation that can lead to roles in client service, paraplanning, or advisory support
• Insight into the full lifecycle of client engagement in an advisory environment