Summer Intern - Retirement Services

GuideStone

Dallas, TX, United States2w ago

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Key details

Location
Dallas, TX, United States
Work style
Hybrid
Level
Intern
Job type
Full-time
Function
other
Focus area
other
Posted
2w ago

Skills

crmmicrosoft 365

About the role

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Retirement Services Intern will directly assist the retirement line of business with a variety of initiatives related to retirement plan market research, servicing, recordkeeping and administration. This internship is designed to be both educational and practical. In this position, the intern will learn how to take skills he or she may have acquired in their college coursework and apply them in a professional setting. The intern will gain a better understanding of the role that retirement plans play in the arena of financial services.  The candidate will also have the opportunity to interact with leaders and employees throughout the organization. 

  

What you will do:

  • Review and evaluate educational strategies and tools used by competitors 
  • Conduct research on identified retirement initiatives 
  • Research new business opportunities and update CRM data 
  • Participate in client-facing meetings 
  • Introduction to retirement benefits processes, including survivor benefits 
  • Assist with product development projects, reports/analytics 
  • Exposure to retirement line of business functions, including Retirement Solutions, Services & Operations and Technology Support Teams 
  • Supporting daily workflows within various operational areas 
  • Participate in and present on a corporate intern project 

 
What you will need: 

  • Must be an incoming Junior or Senior  
  • Must be a student for the duration of the intern program 
  • Degree concentration in finance, management, marketing or related field 
  • Minimum of 3.0 GPA 
  • Self-starter with initiative and integrity 
  • Solid organizational skills and attention to detail 
  • Excellent interpersonal and communication skills 
  • Experience with Microsoft 365 
  • Ability to maintain strict confidentiality 

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