Wealth Management Intern

QCR Holdings, Inc.Moline, IL
2d$17Onsite

About The Position

We are seeking a motivated and detail-oriented Summer Intern to join our Wealth & Trust Department for the 2026 summer season. This internship offers hands-on experience in fiduciary services, financial planning support, and trust administration. The ideal candidate will have an interest in wealth management, estate planning, and client service, along with a desire to learn from experienced professionals in the field.

Requirements

  • Currently pursuing a degree in Finance, Business, Accounting, Law, or a related field (junior or senior year preferred)
  • Strong analytical and organizational skills with exceptional attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
  • Ability to work independently and collaboratively within a team environment
  • Interest in pursuing a career in wealth management, trust administration, or fiduciary services

Responsibilities

  • Assist trust officers with administrative support related to trust, estate, and agency accounts
  • Conduct research related to wealth planning, fiduciary regulations, and trust account administration
  • Help prepare client materials, reports, and presentations for wealth and trust reviews
  • Support day-to-day client service needs, including responding to inquiries and preparing communications
  • Collaborate with operations and compliance teams to ensure proper documentation and adherence to fiduciary standards
  • Participate in team meetings, training sessions, and professional development opportunities within the department
  • Contribute to marketing and communication initiatives related to wealth, estate, and trust services

Benefits

  • Opportunity to network with current employees and senior management of QCBT
  • Gain exposure to trust administration, estate processes, and wealth planning strategies
  • Develop professional skills and explore career paths within Quad City Bank & Trust and QCR Holdings, Inc.
  • Opportunity to engage with community organizations that support QCBT’s mission and outreach efforts
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