As a Trust Intern, you will support the daily operational activities of the Trust Department while gaining hands-on experience in trust administration, financial operations, and compliance. This internship provides exposure to the fundamentals of trust and wealth management services, offering a valuable learning opportunity for students or early-career professionals interested in financial services. You will work closely with operations, administration, and compliance teams to ensure accurate processing, quality client service, and adherence to regulatory standards.
Key Responsibilities
- Assist with basic transaction processing and account updates.
- Help maintain organized and accurate client and account records.
- Support the preparation of simple internal reports and client documents.
- Assist with generating and mailing client statements.
- Provide general administrative support to the trust operations team.
- Participate in compliance tasks such as filing, tracking documents, and learning BSA requirements.
- Support the team with special projects and operational tasks as needed.
Preferred qualifications and interests include:
- Currently pursuing or recently completed a degree in Accounting, Finance, Business Administration, or a related field.
- Strong willingness and ability to learn financial software systems (Salesforce or AccountingSeed experience is a bonus, but not required).
- Interest in trust operations, financial services, or banking.
- Strong attention to detail, organizational skills, and a proactive attitude.
What we Value
We appreciate curiosity, integrity, reliability, and a genuine interest in learning about trust operations and wealth management services. Teamwork, communication, and a commitment to high-quality work are essential to success in this role.