Paid Wealth Management Summer Internship 2027

The Bryn Mawr Trust Company; Oklahoma; On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off and holidays

Volunteer opportunities

Job summary

Bryn Mawr Trust, a WSFS Company, invites driven undergraduates to join the 2027 Wealth Management Summer Internship Program. This paid internship offers hands-on experience, mentorship, exposure to senior leaders, collaborative projects, and valuable networking opportunities across Wealth Management.

Interns will support Custody Services – T&W Management and other areas, with assignments including Orion reporting, due diligence, and compliance tasks.

Qualifications

• Must be at least 18 years old.
• Pursuing an undergraduate degree with intent to return to studies after internship.
• Must complete at least one full year of college by May 2027.
• Must be able to participate in a full-time 40-hour per week program from early June to mid-August.

Responsibilities

• Support administration and operations within the Wealth Management division.
• Assist with Orion reporting and due diligence processes.
• Assist with annual stock retention and compliance reporting.
• Engage in project work and operational activities across assigned business area.

Skills

Strong communication

Analytical skills

Microsoft Office

Team collaboration

Education

Pursuing an undergraduate degree

Tools

Microsoft Office

Job description

Bryn Mawr Trust, a WSFS Company, invites driven undergraduates to join the 2027 Wealth Management Summer Internship Program. This paid internship offers hands-on experience, mentorship, exposure to senior leaders, collaborative projects, and valuable networking opportunities across Wealth Management.

Interns will support Custody Services – T&W Management and other areas, with assignments including Orion reporting, due diligence, and compliance tasks.