Wealth Operations Intern
At Future Capital, we believe everyone deserves to retire with confidence. We offer in-plan managed account services for Plan Sponsors, as well as a held-away 401(k) asset management platform that provides a spectrum of management options—from direct asset management to professionally designed portfolio selection to client referrals for guided portfolio management.
At Future Capital, we value team members who:
- Support colleagues with a collaborative mindset
- Step in where needed to help achieve shared goals
- Contribute positively to our client-focused environment
- Build strong working relationships both internally and with partners
- Eager and excited to learn new skills and a new industry
Position Overview
Role Functions
- Support the Operations team with special projects and day-to-day operational tasks
- Assist with client outreach and follow-up calls in a professional manner
- Create, organize, and maintain operational datasets and spreadsheets
- Assist with account trading workflows and operational processing tasks
- Provide backup support coverage for internal teams as needed
- Help document processes, workflows, and internal procedures
- Support AI and automation initiatives by testing tools, organizing workflows, and helping build scalable systems
- Perform data validation, quality checks, and operational audits
- Maintain confidentiality and compliance with company policies and industry requirements
Role Requirements
- Currently pursuing or recently completed a degree in business, finance, operations, technology, communications, or a related field
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Comfortable learning new technology platforms and systems quickly
- Ability to multitask and prioritize effectively in a fast-paced environment
- Strong problem-solving skills and willingness to take initiative
- Ability to work independently while collaborating with team members
- Positive attitude with a willingness to support a variety of business functions
Preferred Skills & Experience
- Experience with Microsoft Excel, Google Sheets, or data organization tools
- Interest in operations, fintech, wealth management, or process improvement
- Familiarity with AI tools such as Claude, ChatGPT or workflow automation platforms is a plus
- Experience in customer service, administrative support, or project coordination is helpful but not required
- Comfortable working with data, systems, and operational processes
- Interest in building scalable workflows and improving team efficiency
