2027 Summer Trust Advisor Intern
About The Position
Plante Moran Wealth Management, with roots in a large audit, tax, and advisory firm, serves as a trusted advisor to individuals, families, and nonprofits. We provide comprehensive financial solutions in investment advisory, trust, tax, and insurance, with over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence. As an intern, you will be treated like an entry-level staff member, gaining hands-on experience and substantial scope to drive the wealth and profitability of key clients. You will identify your interests while collaborating with staff at all levels and welcoming high-net-worth individuals and families into your client repertoire.
Requirements
- Detail-oriented leader with problem solving, strong analytical and communication (written and verbal) skills.
- Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
- Academic success (a minimum cumulative GPA of 3.0).
- Agreement to work towards obtaining the CTFA designation.
- Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
Nice To Haves
- Pursuing a JD
- Experience at a brokerage, financial planning firm/practice or money management firm is preferred but not required.
Responsibilities
- Gaining an overview of the process of trust administration.
- Getting hands on experience with various types of trusts: revocable, irrevocable, grantor, charitable, and life insurance trusts.
- Understanding fiduciary accounting and a trust accounting system.
- Facilitating account opening/closing process.
- Performing and monitoring most aspects of daily trust administration for Trusts Officer’s book of business.
- Preparing receipts and disbursements.
- Researching trust terms unique to each relationship and governing document.
- Assisting in the process of estate settlement.
- Contributing to team projects.
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense, lodging, and meal reimbursement
- pension plan (for eligible administrative and paraprofessional staff)
- discretionary bonus plan (for eligible staff)
- option to elect health insurance (for some contingent staff positions)
- limited paid sick time (for some contingent staff positions)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
