Nonqualified Retirement Plan Team Summer Intern (Service & Operations)

Ascensus

Posted 2 days ago

Internship

Lake Mary, Florida

Hybrid

Smart Summary

The intern will assist with daily departmental operations, research, and data compilation to support team initiatives. They will also collaborate on projects, update documentation, and support special events or client deliverables.

Ascensus is seeking a Summer Intern for their Nonqualified Retirement Plan Team. This internship is for students pursuing a degree in a relevant field like Business, Marketing, or Finance, and requires strong communication, organizational, and Microsoft Office skills. The role involves assisting with daily operations, conducting research, and supporting team initiatives.

Must Have Skills for ATS

Data analysis

Reporting

Project management

Microsoft Office Suite

Excel

Outlook

Word

PowerPoint

Power BI

Tableau

Communication

Organizational skills

Research

Documentation

Problem-solving

Job Description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

We are seeking a motivated and curious Summer Intern to join our team for an 8–12week internship program. This role is designed to provide hands-on experience, professional development, and exposure to real business projects. The ideal candidate is proactive, eager to learn, and ready to contribute to meaningful work.

Key Responsibilities

  • Assist with daily departmental operations, projects, and administrative tasks.
  • Conduct research and compile data to support team initiatives.
  • Collaborate with team members to support ongoing projects and process improvements.
  • Create or update documentation, reports, and presentations as needed.
  • Support special projects such as events, client deliverables, or internal initiatives.
  • Perform other duties as assigned to gain exposure to different aspects of the team and organization.

Qualifications

  • Current student pursuing a degree in [relevant major – e.g., Business, Marketing, Finance, IT, Communications].
  • Strong written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Solid organizational skills with attention to detail.
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
  • Willingness to learn new tools, processes, and technologies.

Preferred Skills (Nice-to-Have)

  • Experience with data analysis or reporting tools (e.g., Excel, Power BI, Tableau).
  • Familiarity with project management concepts.
  • Creative problem-solving mindset.

What You’ll Gain

  • Hands-on experience working in a professional environment.
  • Exposure to real client or internal business challenges.
  • Opportunities to collaborate with cross-functional teams.
  • Mentorship and guidance from experienced professionals.
  • Development of practical skills relevant to your career path.

Work Environment & Details

  • Expected schedule: [e.g., Monday–Friday, 8:30 AM – 5:00 PM ET].
  • Hybrid, remote, or in-office depending on team needs.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus

Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.

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