Financial Planning Operations & Admin Intern (Summer Internship)

Job Title: Financial Planning Operations & Admin Intern (Summer Internship)

About Us
We are an independent financial planning firm affiliated with Cambridge Investment Research. Our mission is to help individuals and families make smart decisions about their money through thoughtful financial planning and investment management. We are seeking a motivated and detail-oriented college student to join our team as a Financial Planning Operations & Admin Intern for Summer 2025.

This is a hands-on internship designed to give you real-world experience in the operational and administrative side of the wealth management industry. You will work directly with our senior financial advisors and support staff in day-to-day business activities, gaining valuable exposure to the inner workings of a financial advisory practice.

What You’ll Be Doing

Assist with day-to-day office operations, including managing calendars, confirming appointments, and preparing client correspondence

Support onboarding of new clients by preparing paperwork and organizing client files

Enter meeting notes and action items into our CRM system (Redtail)

Help plan and follow through on marketing and client service campaigns

Participate in project management tasks, assisting with timelines, deliverables, and check-ins

Coordinate logistics for client meetings and internal team meetings

Organize digital records and help maintain a smooth operational workflow

Provide exceptional customer service support via phone and email when needed

What We’re Looking For

Strong attention to detail and organization

Comfortable learning and using new tools and systems (CRM experience is a bonus)

Great written communication and note-taking skills

Friendly, proactive, and eager to contribute in a fast-paced environment

Interest in business operations, customer service, or professional services is a plus

Professional, reliable, and trustworthy – you’ll be working with sensitive client information

Internship Details

Location: Hybrid (Partial in-office in San Ramon or Castro Valley, CA + partial remote)

Schedule: 10-20 hours per week

Duration: ~3 months (with potential for extension)

This internship is a great fit for students studying business administration, finance, economics, or related fields — especially those interested in careers in professional services, client support, or business operations.