2027 Summer Trust Advisor Intern
About The Position
Applications are accepted on an ongoing basis. Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have 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’ll be treated just like our entry level staff. You’ll dive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients. You’ll identify what you’re interested in while collaborating with staff at all levels of the firm 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 reimbursement for business-related use
- meal reimbursement for business-related use
- pension plan is also available for eligible administrative and paraprofessional staff
- discretionary bonus plan is available for eligible staff
- option to elect health insurance in addition to 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
