Wealth Management Intern

Arrow Bank NA • Glens Falls, NY

13d • Onsite

About The Position

Our 12-week (May 18, 2026 to August 7, 2026), full-time (40 hours per week), paid internship program provides exposure to key areas of our business. Interns will participate in hands-on projects, networking events, community service, and mentorship opportunities while gaining a deeper understanding of the banking industry.

The Wealth Management internship will provide valuable exposure to the operational side of wealth management, with opportunities to contribute to enhancing internal workflows and ensuring the smooth transition to an upgraded record-keeping system. The Wealth Management intern will review and streamline internal processes, helping to improve efficiency across various operations. Additionally, the role will involve developing educational materials aimed at both clients and team members to support ongoing financial education and product knowledge

Requirements

• College students who are eager to learn and take initiative in a professional setting with a GPA of 3.0 or higher pursuing a degree in Accounting, Finance, or a related field
• Proficiency in Microsoft Office applications such as Word, Outlook, and Excel (Pivot Tables, VLOOKUP, and Data Analysis) and ability to effectively learn and utilize department specific systems and software
• Excellent organizational and time-management skills, with the ability to take initiative and prioritize multiple tasks and projects; consistently meet established deadlines
• Excellent written and verbal communication skills, with the ability to communicate confidentially, clearly, professionally, and confidently with internal partners, management, and other stakeholders
• Ability to remain in a stationary position, often standing or sitting, for prolonged periods of time
• Ability to repetitively use a telephone, computer mouse, and keyboard for extended durations
• Ability to lift and/or move up to 15 pounds
• Work is performed primarily in a professional office environment
• Reasonable accommodations will be provided as required by law to enable qualified individuals with disabilities to perform the essential functions of the job

Responsibilities

• Prepare and file Form 5500 extensions, which are requests for additional time to file annual report for employee benefit plans, such as 401(k)s
• Update and maintain participant records in the record keeping system, collaborating with team members to convert our record keeping platform
• Digitize and organize plan documentation, prepare client reports on plan performance and participation
• Gather document requests for 401(k) plan audits
• Attend and participate in team meetings to understand planning and decision-making processes, gain insights into team dynamics and exposure to various Wealth Management functions and organizational processes
• Attend a continuing education event, branch visit, and participate in a community service opportunity to promote corporate social responsibility
• Attend weekly meetings to collaborate with interns from other departments within the company to share knowledge, build power skills, and share experiences in the program
• Participate in presentation at conclusion of program, showcasing your learning and contributions to the Executive Leadership team

Benefits

• Real World Experience – Work on meaningful projects that will impact our business
• Professional Development – Enhance your technical, power, and leadership skills
• Mentorship & Networking – Connect with experienced professionals and organizational leaders
• Community Involvement – Participate in volunteer opportunities and company-sponsored events that support local organizations
• Career Growth – Potential for future employment opportunities with Arrow Financial Corporation

What This Job Offers

• Job Type: Full-time
• Career Level: Intern