Retirement Operations Intern
OneDigital(1 month ago)
About this role
The Retirement Operations Intern at OneDigital is a hands-on internship focused on retirement plan consulting, data analytics, and financial technology. The role provides exposure to Salesforce CRM, data quality and reporting, and the workflows supporting advisors, plan sponsors, and participants. It is designed for students curious about how data, technology, and client service intersect in a national retirement advisory firm.
Required Skills
- Data Analysis
- Data Cleanup
- Salesforce
- Excel
- Word
- Teams
- CRM
- Reporting
- Process Documentation
- Communication
+1 more
Qualifications
- Pursuing Bachelor's Degree
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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