Wealth Intern

Isabella Bank • Mount Pleasant, MI

4d

About The Position

The Wealth Intern will have the opportunity to work with our experienced team of wealth professionals to gain an overall understanding of the industry. The intern will participate in various projects to learn the different functions of a trust department. Position Hours : 8 am to 5pm, Monday through Friday, 12 week period.

Requirements

• College student with junior or senior status pursuing a Bachelor’s degree in Finance, Accounting, or Business.
• Excellent attention to detail.
• Proficient in Microsoft Word and Excel.
• Effectively work as a team member and independently.

Nice To Haves

• Business or office experience preferred.

Responsibilities

• Clerical tasks.
• Data entry.
• Scan and file documents.
• Prepares correspondence and client reports.
• Complete department mailings.
• Attend client meetings.
• Shadow various members of the team.
• Assist with client outreach and events.
• Other duties as assigned.

What This Job Offers

• Career Level: Intern