About the role#
This internship provides hands-on exposure to the operations of a client services team within a wealth management environment. You will assist with administrative tasks and client service activities while learning how the team helps clients manage their financial goals. You will work closely with experienced team members who provide training and direction throughout the program.
What you'll do#
- Support client onboarding and account maintenance tasks, including organizing documents and updating records.
- Maintain accurate information within internal systems.
- Prepare reports, meeting materials, and correspondence.
- Assist with research, data gathering, and workflow tracking projects.
- Participate in team meetings, training sessions, and shadowing opportunities.
- Ask questions, seek guidance, and maintain client confidentiality.
What you'll need#
- Current enrollment in a bachelor degree program in Finance, Accounting, Business Administration, or Economics, with an expected graduation date by 2028.
- Strong written and verbal communication skills.
- Demonstrated attention to detail, organization, and professional conduct.
- A clear interest in client service, wealth management, or financial planning.
- A curious, collaborative mindset with a desire to learn.
- Ability to submit a resume, a brief cover letter, and unofficial transcripts.
Location & details#
- Location: Lake Oswego, Oregon.
- Term: Summer 2027.
- Modality: This is an on-site, in-person position.
- Schedule: 32 hours per week for 8 weeks.
- Compensation: $23.00 to $25.00 per hour.
About Aldrich
Aldrich provides professional services to businesses and individuals. The firm offers tax, accounting, wealth management, and business transition services. It operates from eight offices in the Western United States. Aldrich was founded in 1973 and maintains a staff of 201 to 500 employees.
How to get in at Aldrich
Applying to Aldrich early gives you a distinct advantage because recruiters review applications as they arrive. You can use Intern Insider to receive an instant alert the moment a new role is published, ensuring you are among the first to submit your materials before the applicant pool grows large. Reaching out to the right person often yields better results than submitting to a general queue. Intern Insider surfaces the recruiters behind Aldrich roles so you can contact them directly to ask about the position or a potential referral, which often improves your response rate.
