2027 Summer Trust Advisor Intern

Plante Moran; Grand Rapids (MI); On-site; USD 41,000 - 58,000; Part time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Career development opportunities

Job summary

Plante Moran Wealth Management in the United States offers an internship where you gain hands-on experience in trust administration and estate planning while supporting the Trust Officer’s book of business.

You will work with high-net-worth individuals and families, learning about revocable and irrevocable trusts, fiduciary accounting, and the account opening/closing process, with room to contribute to team projects.

Qualifications

• Detail-oriented with strong analytical and communication skills.
• Pursuing bachelor's degree in finance, mathematics, economics, accounting or related field.
• Academic success with a minimum GPA of 3.0.
• Willing to work toward CTFA designation.

Responsibilities

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

Skills

Attention to detail

Analytical thinking

Communication skills

Education

Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field

GPA 3.0 minimum

Job description

Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Your role.

No Busy Work Here. As An Intern, You’ll Be Treated Just Like Our Entry Level Staff. You’ll Dive In With Hands-on Experience And Substantial Scope To Drive The Wealth And Profitability Of Key Clients. You’ll Identify What You’re Interested In While Collaborating With Staff At All Levels Of The Firm And Welcoming High-net-worth Individuals And Families Into Your Client Repertoire. Your Work Will Include, But Not Be Limited To

• 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/closing process.
• 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.

The Qualifications.

• 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 (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 and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s "100 Best Companies to Work For", and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The specific statements above are not intended to be all-inclusive.

The compensation range for this role in CO, IL, OH, and MA is: $36.00 - $36.00