2027 Summer Trust Advisor Intern

Stfrancis; Grand Rapids (MI); On-site; USD 28,000 - 50,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Disability and life insurance

401(k) plan

Pension plan available

Travel expense reimbursement

Discretionary bonus plan

Flexible time off

Job summary

Stfrancis is seeking a detail‑oriented student to learn the foundations of trust administration in a professional setting. You will gain practical experience with various trust types and fiduciary accounting while supporting daily trust operations and estate settlement tasks.

The role emphasizes analytical thinking, strong communication, and problem solving. A 3.0+ GPA is expected, with optional JD pursuit and CTFA designation support.

Qualifications

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or related field.
• Optional: Pursuing a JD.
• Academic success with a minimum cumulative GPA of 3.0.
• Agreement to work towards obtaining the CTFA designation.

Responsibilities

• Gain an overview of the process of trust administration.
• Get hands-on experience with revocable, irrevocable, grantor, charitable, and life insurance trusts.
• Understand fiduciary accounting and a trust accounting system.
• Facilitate account opening and closing processes.
• Perform and monitor daily trust administration tasks for the Trusts Officer’s book of business.
• Prepare receipts and disbursements.
• Research trust terms governing each relationship and document.
• Assist in estate settlement processes.
• Contribute to team projects.

Skills

Attention to detail

Analytical thinking

Strong communication

Problem solving

Education

Bachelor's degree in finance/economics/accounting

Pursuing JD (optional)

Job description

Your Role

Here’s what you will be doing:

• Gaining an overview of the process of trust administration.
• Getting hands-on experience with various types of trusts: revocable, irrevocable, grantor, charitable, and life insurance trusts.
• Understanding fiduciary accounting and a trust accounting system.
• Facilitating account opening and closing processes.
• Performing and monitoring most aspects of daily trust administration for Trusts Officer’s book of business.
• Preparing receipts and disbursements.
• Researching trust terms unique to each relationship and governing document.
• Assisting in the process of estate settlement.
• Contributing to team projects.

About You

The company is looking for:

• Detail-oriented leader with problem solving, strong analytical, and communication (written and verbal) skills.
• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or related field.
• Optional: Pursuing a JD.
• Academic success with a minimum cumulative GPA of 3.0.
• Agreement to work towards obtaining the CTFA designation.
• Experience at a brokerage, financial planning firm/practice, or money management firm is preferred but not required.

This is a non-exempt position that may require work hours exceeding the standard 40-hour work week and some local, national, and occasional international travel.

Compensation & Benefits

• Base salary range: $36.00 per hour (applicable in CO, IL, OH, and MA).
• Health, dental, vision, disability, and life insurance.
• Flexible Time Off and various pre-determined holidays.
• 401(k) plan and flexible benefits plans.
• Business-related travel expense, lodging, and meal reimbursement.
• Pension plan available for eligible administrative and paraprofessional staff.
• Discretionary bonus plan for eligible staff.
• Option for some contingent staff to elect health insurance and limited paid sick time.