Logo of Huzzle

🚀 Internship

• Starts Jun 9

Transfer Team Intern

Logo of AssetMark


27d ago

🚀 Off-cycle Internship


AI generated summary

  • The candidate must be pursuing a degree in Business, Management, Finance, or a related field, or be a recent graduate, with a preferred minimum GPA of 3.0. They must have intermediate-advanced knowledge of Microsoft Office, the ability to quickly learn technology systems, excellent written and verbal communication skills, attention to detail, and the ability to self-direct and work independently while also being a team player. A positive, can-do attitude is desired.
  • The Transfer Team Intern at AssetMark is responsible for reviewing and researching business problems, collaborating with leaders and stakeholders, driving solution execution, identifying gaps and improvements, and effectively communicating progress and outcomes.

Off-cycle Internship

Banking & FinancePhoenix


  • The Transfer Team focuses on creating a memorable and positive experience for clients transferring assets on and off platform, with a goal of working towards a touchless processing experience.


  • Gain work experience with business operations in a financial services related field
  • Learn best practices for improving internal processes and streamlining procedures
  • Gain insight into how to successfully collaborate within a dynamic organization


  • Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or related field; will consider recent graduates
  • Preferred minimum GPA of 3.0 on a 4.0 scale
  • Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
  • Ability to quickly learn AssetMark technology systems
  • Excellent written and verbal communication; technical writing proficiency preferred
  • Ability to self-direct and manage time and priorities
  • Attention to detail; must be accurate and precise
  • Ability to work independently and be a team player
  • A positive, team oriented, can-do attitude

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance


  • Review and research a current business problem impacting the Transfer Team, and work with leaders, peers, the team and key stakeholders on possible solutions
  • Drive execution on any solution to defined business problem
  • Solution should positively impact team and drive improved results, including improving accuracy, increased productivity or efficiency, an enhanced client experience or stronger team engagement
  • Identify gaps and possible improvements throughout the project, ensuring to track and report out on possible fixes/solutions
  • Engage and communicate with key stakeholders along the way and keep all impacted teams aware of progress and report out on any changes
  • Present on project outcomes and learnings at the end of internship


Work type

Full time

Work mode


Start date

Jun 9, 2024




  • Flex Time Off or Paid Time/Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule