Trust Point - La Crosse, WI

posted 3 days ago

Part-time - Intern
La Crosse, WI
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands-on experience within their Financial Planning Team. This internship will provide candidates with the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months. The internship is expected to last for 12 to 24 months, beginning in January 2025.

Responsibilities

  • Assist in administrative duties for the Financial Planning Team
  • Take on special projects for the team
  • Help create financial plans
  • Research financial solutions
  • Prepare reports for the team

Requirements

  • Currently pursuing a bachelor's degree in financial planning, business, accounting, or a related program
  • Excellent organization and communication skills
  • Detail-oriented with a high sensitivity to accuracy
  • Comfortable assisting people and customer service oriented

Benefits

  • Hands-on experience in financial planning
  • Opportunity to work with credentialed Financial Planners and Wealth Management Support Team
  • Supportive work culture with an open-door policy
  • Unique perks throughout the year
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