Wealth Management Intern
QCR Holdings, Inc.•Cedar Rapids, IA
•Onsite
About The Position
Responsibilities focus on financial planning, relationship management and trust administration, and will also include exposure to investment research and portfolio construction. Work with trust and investment officers to learn basics of trust administration and compliance. Collaborate with other interns on a group project.
Requirements
- Good Written and oral communication skills
- Computer skills (Excel and/or Access)
- Self-motivated and a team player
- Ability to work independently
- Investment, economic and /or accounting classes completed
Responsibilities
- Focus on financial planning, relationship management and trust administration.
- Gain exposure to investment research and portfolio construction.
- Work with trust and investment officers to learn basics of trust administration and compliance.
- Collaborate with other interns on a group project.
Benefits
- Fun Committee
- Wellness Committee
- Gym Membership Discount
- Birthday Off
- Peer Advisor/Mentor Program
- Volunteer Opportunities
- Community Events
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
