Operations Intern

Company Overview 

Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships.   

Position Summary 

We are seeking an Operations Intern to support the daily functions of our operations team. This internship provides hands-on exposure to the internal systems, processes, and workflows that support client service, trading, and firm operations. The role is well suited for a detail-oriented, motivated student interested in gaining practical experience within a registered investment advisory firm. 

The Operations Intern will assist with administrative, operational, and technology-related tasks that support advisors and operations staff. The intern will gain exposure to client onboarding, custodial processes, internal systems, and basic investment operations while working closely with experienced professionals. 

Key Responsibilities

Operations & Administrative Support 

• Assist with daily operational tasks, including data entry, document preparation, and record maintenance 
• Support client onboarding by preparing paperwork, tracking submissions, and updating internal systems 
• Help maintain accurate client information within the firm’s CRM 
• Assist with account maintenance requests and custodial follow-ups 

Technology & Systems Support 

• Learn and assist with the firm’s core technology platforms, including CRM and reporting systems 
• Support basic troubleshooting and system documentation 
• Assist with data quality reviews and internal process documentation 

Trading & Investment Operations Exposure 

• Support trading-related administrative tasks such as organizing data and maintaining spreadsheets 
• Observe portfolio rebalancing, cash management, and trading workflows 
• Assist with documentation of standard operating procedures 

Projects & Process Improvement 

• Participate in special projects related to process improvement, data organization, or workflow documentation 
• Collaborate with the operations team to improve efficiency and consistency 

Qualifications & Skills 

• Currently pursuing a bachelor’s degree in Finance, Business, Economics, Information Systems, or a related field 
• Strong attention to detail and organizational skills 
• Proficiency with Microsoft Office, particularly Excel 
• Ability to manage multiple tasks and meet deadlines 
• Strong written and verbal communication skills 
• Professional, dependable, and eager to learn 

Compensation & Benefits  

• Salary disclosure: hourly rate of $27. Final offer amount is determined by factors including years and depth of candidate’s experience, certifications and skill set alignment to the job requirements. 
• Enjoy a thoughtfully designed workplace with premium onsite amenities, including coffee and snacks, complimentary dry cleaning, paid parking, a fitness center, golf simulator, and a modern office environment. 

Dodds Wealth is a fiduciary-focused wealth management firm committed to complying with all applicable federal and state laws and regulatory requirements. Certain positions may require securities registration, background checks, and ongoing licensing or continuing education. Dodds Wealth is an Equal Opportunity Employer and makes all employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law.