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Intern Wealth Management Operations Jobs in Appleton, WI

Real Estate Operations Intern

Appleton, WI · On-site

$15 - $19.50/hr

Description Colliers is seeking a motivated and detail-oriented Real Estate Operations Intern to ... Monitor and manage the team's shared email inbox, routing inquiries and responding as appropriate.

Administrative Intern

Appleton, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Administrative Intern

Green Bay, WI

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Administrative Intern

Green Bay, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Administrative Intern

Freedom, WI · On-site

$32K - $38K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Administrative Intern

Appleton, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

Retail Management Intern #200

Appleton, WI · On-site

$15.90 - $22.26/hr

Retail Intern Join our fast-paced Retail Management team for a paid, 12-week, hands-on internship ... As a Retail Intern, you'll play an active role in daily store operations, deliver excellent ...

Intern - Operations

De Pere, WI

$14.75 - $19.25/hr

Opportunities to learn management and operations skills * Supportive team environment focused on your professional growth This internship is about learning, developing, and gaining meaningful ...

Operations Intern

De Pere, WI · On-site

$14.75 - $19.25/hr

Opportunities to learn management and operations skills * Supportive team environment focused on your professional growth This internship is about learning, developing, and gaining meaningful ...

... onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth ...

Retail Management Intern #457

Oshkosh, WI · On-site

$15.90 - $22.26/hr

Retail Intern Become part of our fast paced, guest centric Retail Management Department and receive ... Kwik Trip, Inc. is a family-owned, Midwest company, in operation since 1965. We are dedicated to ...

Retail Management Intern #741

Oshkosh, WI · On-site

$15.90 - $22.26/hr

Retail Intern Become part of our fast paced, guest centric Retail Management Department and receive ... Kwik Trip, Inc. is a family-owned, Midwest company, in operation since 1965. We are dedicated to ...

Retail Management Intern #862

Oshkosh, WI · On-site

$15.90 - $22.26/hr

Retail Intern Become part of our fast paced, guest centric Retail Management Department and receive ... Kwik Trip, Inc. is a family-owned, Midwest company, in operation since 1965. We are dedicated to ...

... onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth ...

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Intern Wealth Management Operations information

See Appleton, WI salary details

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How much do intern wealth management operations jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for intern wealth management operations in Appleton, WI is $17.21, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $18.75 per hour, depending on experience, location, and employer.

What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?

AspectIntern Wealth Management OperationsIntern Financial Planning
Required CredentialsBasic finance or business coursework, some certifications optionalFinance, economics, or related coursework, certifications like CFP are less common at internship level
Work EnvironmentBack-office, administrative, supporting transaction processing and complianceClient-facing, advisory support, assisting in financial plan development
Employer & Industry UsageUsed across wealth management firms for operational supportUsed in financial advisory firms focusing on client financial planning

Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.

Real Estate Operations Intern

Appleton, WI • On-site

$15 - $19.50/hr

Part-time, Internship

Re-posted 5 days ago


Job description

Description

Colliers is seeking a motivated and detail-oriented Real Estate Operations Intern to support our Appleton-based commercial real estate team throughout the 2026-2027 academic year. This in-person internship offers students the opportunity to gain hands-on experience in commercial real estate operations, property management administration, tenant relations, budgeting support, and office management.


The ideal candidate is organized, professional, customer-service oriented, and eager to learn about commercial real estate in a collaborative team environment.


Key Responsibilities:

Provide general administrative support to the property management and real estate operations team.

Maintain and organize electronic and physical filing systems.

Assist with document preparation, scanning, data entry, and record retention.

Monitor and manage the team's shared email inbox, routing inquiries and responding as appropriate.

Support front desk and office administrative functions as needed.

Assist with tenant communications and correspondence.

Prepare and distribute tenant welcome letters and onboarding materials.

Help coordinate tenant appreciation initiatives, including holiday gift ordering and distribution.

Provide timely and professional customer service support to tenants and vendors.

Assist with invoice processing and tracking.

Support budgeting and expense tracking activities.

Help maintain accurate records related to property operations and expenditures.

Assist with vendor coordination and office supply purchasing.

Monitor and replenish office supplies and coordinate supply orders.

Support special projects and operational initiatives as assigned.

Requirements

Currently enrolled in a technical college or undergraduate degree program.

Strong organizational skills and attention to detail.

Excellent written and verbal communication skills.

Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.

Ability to manage multiple tasks and priorities in a fast-paced environment.

Professional demeanor and strong customer service skills.

Interest in commercial real estate, property management, or business administration is preferred.


What You'll Gain:

Exposure to commercial real estate and property management operations.

Experience working with tenant communications, budgeting, invoicing, and office administration.

Opportunities to develop professional communication and organizational skills.

Mentorship and collaboration with experienced commercial real estate professionals.

Meaningful, hands-on project experience throughout the academic year.


Position Details:

Part-time internship during the 2026-2027 school year.

Flexible scheduling based on academic commitments and availability.

In-person role located in Appleton, Wisconsin.

Hours will be determined in coordination with the selected candidate and business needs.