Family Office Intern

Captrust • Boston, MA

33d • $20 - $25 • Onsite

About The Position

CAPTRUST is offering a paid internship/co-op program in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth management, accounting, trust and tax. Hands-on learning starts day one in this fast-paced environment. As an intern/co-op, you will serve in a support role to multiple client relationship managers who are responsible for maintaining and growing long-term client relationships. There are both full-time and part-time positions available and the program will run between January and May.

Requirements

• Actively pursuing four-year college degree in Accounting and/or Finance with one-previous co-op experience

Nice To Haves

• Organizational Skills: Ability to prioritize tasks effectively; excellent attention to detail and follow-through.
• Analytical & Problem-Solving: Strong analytical thinking with proven problem-solving capabilities.
• Multitasking: Comfortable managing multiple responsibilities in a fast-paced environment.
• Communication: Excellent verbal and written communication skills; strong listening abilities.
• Technical Proficiency: Skilled in Microsoft Excel and other relevant tools.
• Attitude & Growth: Positive, “can-do” mindset; eagerness to learn and take on increasing responsibilities.

Responsibilities

• Supporting senior level advisors in all aspects of relationship management
• Preparing trust, foundation, and individual income tax returns
• Preparing and processing client cash activity and bills
• Preparing client net worth and cash flow statements

Benefits

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 501-1,000 employees