Wealth Management Internship
American National Bank of Texas•Richardson, TX
About The Position
The Wealth Management Internship will be provided with hands-on experience in fiduciary administration, asset management, and regulatory compliance. The intern will be working directly with Trust Officer, Trust Operations Officer, and Portfolio Manager and will have opportunities be exposed to all areas of trust administration and wealth management.
Requirements
- Accounting, Finance or Business Administration Degree Plan
- Analytical, business acumen, and diligence
- Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out instructions
- Must be detail-oriented
- Lifting in an office setting my be required up to 30 lbs.
Nice To Haves
- Customer Service or Client Servicing experience preferred
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
251-500 employees
