Intern - Trust & Wealth Management

Gulf Coast Bank & Trust Company • Metairie, LA

1d • Onsite

About The Position

This full-time position is part of GCB's Summer Internship Program, which is scheduled to run from Monday, May 17th through Friday, July 23rd, potentially extending through mid-August based on the decision of the hiring manager and department. Additionally, interns must participate in a Final Internship Presentation located in New Orleans on Thursday, July 22nd. Candidates must be available for the full duration of the program to ensure a consistent and meaningful learning experience. The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of initiatives and projects while gaining robust knowledge on the subjects covered. Responsibilities may include, but are not limited to, reviewing the wealth management division’s digital marketing strategy, partnering with financial advisors to assist in automating certain client communications, data entry and document preparation for personal and business financial plans, and hands on learning about becoming a professional financial advisor.

Requirements

• Minimum preferred cumulative GPA of 3.0.
• Currently pursuing a Bachelor’s degree or Master’s degree.
• Business Majors preferred.
• Be a highly motivated self-starter who takes initiative.
• Demonstrates strong analytical and problem-solving skills.
• Possesses critical thinking, communication, and teamwork skills.
• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.

Responsibilities

• Committing to learning about Trust & Wealth Management careers.
• Detail-oriented data entry and document preparation.
• Digital marketing review and assessment.
• Marketing and business development support.
• Daily stock market research.
• Learning about compliance with all rules and regulations in the financial industry.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Associate degree