Ludacka Wealth Partners · 1 day ago
Financial Operations Intern
Omaha, NE
Internship
Onsite
InternLudacka Wealth Partners is a financial planning and advisory firm that has been offering wealth management and insurance coverage for over 25 years. The Financial Operations Intern will support advisory and operations teams, focusing on insurance operations while gaining exposure to investment operations and internal processes.
Financial ServicesLife InsuranceWealth Management
Responsibilities
Assist with insurance operations, including application processing, underwriting coordination, and case tracking for life, disability, and long-term care insurance
Organize and maintain case files, status reports, and internal documentation to support smooth operational workflows
Communicate with internal team members and external partners to help move cases forward
Support transaction processing and administrative tasks related to client service and operations
Gain exposure to investment operations processes such as account servicing, documentation review, and internal controls (training & supervision provided)
Assist with data entry and system updates across CRM & internal platforms
Identify opportunities to improve workflows, organization, and operational efficiency across teams
Other duties as assigned
This is an hourly position on the operations team – no sales or business development is required in this role
Qualification
Required
High attention to detail, strong organizational skills, and a high degree of accountability
Demonstrate the highest level of integrity, sound judgement, and professionalism
Ability to work through complex & ambiguous situations with limited formal authority
Proactive mindset with the ability to anticipate needs and resolve issues independently
Comfort operating in a fast-paced professional environment
Pursuing or recently completed a degree in business, finance, accounting, economics, or a related field
Insurance licensing: Life & Health licensed within 90 days of hire
Preferred
Ideally able to work year-round in-person with full-time hours during the summer and part-time hours during the school year
Company
Ludacka Wealth Partners
Ludacka Wealth Partners offers financial planning services, focusing on client security and trust.
Founded in 1997
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase