2027 Summer Trust Advisor Intern

Notre Dame; Grand Rapids (MI); On-site; USD 43,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Notre Dame in the United States offers a role focused on learning the trust administration process and gaining hands-on experience with various trusts. You will work on fiduciary accounting concepts and assist in opening and closing trust accounts, while supporting daily administration tasks for a Trusts Officer’s book.

The position emphasizes accuracy, problem-solving, and strong communication. A finance/economics-related degree with a GPA of 3.0 is expected, with optional JD pursuit and CTFA

Qualifications

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or related field.
• Optional: pursuing a JD.
• Minimum cumulative GPA of 3.0.
• Willing to obtain CTFA designation.
• Experience in brokerage or financial planning preferred but not required.

Responsibilities

• Gain overview of trust administration process.
• Hands-on with revocable, irrevocable, grantor, charitable, and life insurance trusts.
• Understand fiduciary accounting and trust accounting system.
• Facilitate account opening and closing processes.
• Perform and monitor daily trust administration tasks for Trusts Officer’s book.
• Prepare receipts and disbursements.
• Research trust terms in related documents.
• Assist in estate settlement.
• Contribute to team projects.

Skills

Detail-oriented

Problem solving

Analytical

Communication

Education

Bachelor’s degree in finance, mathematics, economics, accounting, or related field

Optional: pursuing a JD

CTFA designation pursuit

GPA 3.0

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.