Intern - Wealth Management

OneAZ Credit Union
United States, Arizona, Phoenix
Mar 25, 2025
Intern Program Begins: May 12, 2025 Intern Program Ends: August 8, 2025 Pay Rate: $18/hr Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for your success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 Familiarity with wealth management operations processes, document retention rules, uploading documentation properly to the assigned accounts/clients and assist with investment services tasks. Exposure to investment services within a financial institution and learning about wealth management operations Assist with investment services tasks (may include marketing, operations, and administrative duties) May include assisting with investment marketing (including review, revision, compliance requirements, financial budgeting for projects, and ghost etc). Providing administrative duties, including data entry, scanning, learning about the specific types of documentation and procedures required to properly administer an investment relationship at various stages Ability to stand/sit to collect and scan documents, and lift up to 15 lbs. What You Bring Senior majoring in finance or related major 3.0 GPA in major field of study Proficient in Microsoft Office Suite software Salesforce preferred Document scanning and upload to a retention system Ability to stand/sit and lift up to 15 lbs A passion for people, innovation, and growth. Not sure if you meet every requirement? That's okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you're excited about this opportunity and believe in our mission, we encourage you to join our Talent Community Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.