Intern | Wealth Management

CAPTRUST•Devon, PA

4d•Onsite

About The Position

CAPTRUST is offering a paid Internship in our Devon, PA office that will provide exposure to the inner-workings of a wealth management firm. This position will learn about the different aspects of wealth planning and management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, assisting with client service, meeting preparation, projects, and administrative tasks. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines.

Requirements

Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
Significant interest in the workings of wealth management
Strong critical thinker and self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate highest personal ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity