Undergrad Intern – Fiduciary Trust Data Production & Document Management

Franklin Templeton • St. Petersburg, FL

18d • Onsite

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 2026 Undergraduate Summer Intern – Job Posting Department Title: Undergrad Intern – Data Production & Document Management Please read before applying: Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 – All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back. Position Summary: The Mail & Document Processing team is responsible for maintaining and safeguarding documentation across all company offices. Our work supports nearly every department and includes essential services such as mail processing, document digitization, and archival management. The team also provides specialized operational support, including check printing and mailing for the Cash Settlements group. This is an especially dynamic time to join the Mail & Document Processing team. The company is actively reviewing the check‑printing process as part of a broader effort to reduce reliance on physical checks, which carry a higher risk of errors and fraud. The internship will center on evaluating the current check‑printing workflow and related materials to help design a more secure, efficient process that strengthens the client experience. As part of this initiative, the intern will also partner with the Marketing team to develop client‑facing communications aimed at promoting the transition to more secure and efficient ACH payment methods. Team Culture: Our team is one of the few that operates 100% in-office, creating a unique opportunity for interns to experience real-time collaboration and build strong professional relationships. Interns are expected to be physically present every day, which allows for hands-on learning and immediate support from experienced team members. Why in-office work benefits you: Direct Mentorship: Get immediate feedback and guidance from seasoned professionals. Networking Opportunities: Build meaningful connections with colleagues across departments. Faster Learning Curve: Access resources and answers quickly without waiting for virtual responses. Team Integration: Participate in daily huddles and collaborative problem-solving sessions that strengthen your understanding of business processes. Professional Presence: Develop workplace etiquette and communication skills that are essential for future roles. What makes our culture stand out: Collaborative Environment: Daily huddles where your ideas and input are valued. Supportive Team: A positive atmosphere where team members encourage and assist one another. Cross-Department Exposure: Work closely with multiple teams, gaining insight into different business functions. Real-Time Problem Solving: Use tools like Microsoft Teams for quick communication and join meetings for deeper discussions. An intern in this department can expect to learn: During this internship, you will develop key skills, including: Project Management: Supporting the planning and execution of cross‑department initiatives. Analytical Thinking: Reviewing workflows and identifying improvement opportunities. Communication and Collaboration: Engaging with cross‑functional teams to implement solutions and share best practices. Marketing: Understanding the voice of the employee and the voice of the client to craft communications that matter and get people to adopt / adapt to change

Requirements

• Ability to manage tasks, meet deadlines, and contribute to multi‑department initiatives.
• Strong analytical and problem‑solving abilities.
• Excellent verbal and written communication skills, with the ability to clearly present findings and recommendations.
• Familiarity with process mapping and workflow analysis.
• Strong attention to detail, especially when reviewing documents, processes, or sequencing workflows.
• Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint.

Responsibilities

• Conduct a comprehensive review of the current check‑printing workflow to identify and document opportunities for efficiency gains and process improvements across batching, printing, attachment management, and mailing.
• Identify root causes of attachment mis-sequencing and design targeted controls to prevent recurrence.
• Review all existing documents that accompany check payments to determine what is required, optional, or redundant.
• Partner with the Marketing team to craft a clear, compelling communication that highlights the increased efficiency and enhanced security of ACH payments, encouraging clients to transition to this payment method.
• Develop an easy way for clients to provide ACH information

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed