Trust Intern

Wealth Enhancement Group•Sioux Falls, SD

2d•Onsite

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Corporate office is seeking a Trust Intern to join our team in Sioux Falls, SD. This is a summer internship, expected to last approximately May to August. This summer internship offers an excellent opportunity to gain hands-on experience in trust administration within the financial services industry. As a Trust Intern, you will work closely with our Director of Trust Administration, Trust Officers, and Trust Associates, supporting day-to-day operations, process improvement initiatives, and data integrity projects. Throughout the internship, you will gain exposure to trust-related legal, financial, compliance, and tax concepts, learn to navigate multiple software platforms including Salesforce, SEI Wealth Platform, WealthHub, and develop analytical skills through client file reorganization and legal research. You'll also participate in team meetings and shadow various team members. This is an onsite work opportunity. We're specifically seeking candidates who reside in the Sioux Falls, SD area

Requirements

Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization.
Detail oriented, highly organized and adaptable.
Proficient with Microsoft Office Suite or related software.

Nice To Haves

Preferably pursuing bachelor’s degree in finance, accounting, or economics.
Preferably students between their junior and senior years.

Responsibilities

Assist in back-office tasks such as mail, filing and data entry.
Attend and participate in Trust company meetings.
Participate in process improvement discussions with team.
Support team with legal research and report back on findings.
Assist with client file reorganization and data integrity efforts related to the integration of recently acquired trust accounts.