Summer Trust Advisor - Intern (Summer 2027) - On-site

Usi Insurance; Chicago, Northern (IL, KY); Hybrid; USD 25,000 - 36,000; Part time

Job summary

Plante Moran Wealth Management in Chicago offers a Summer Trust Advisor Intern (Summer 2027) on-site in Chicago, IL; Southfield, MI; Grand Rapids, MI. You’ll gain hands-on experience with trust administration and work with high-net-worth clients.

This internship emphasizes real assignments, collaboration with staff at all levels, and growth in client-service and analytical skills. A path toward CTFA is encouraged, with a focus on finance/economics/accounting majors and a GPA of 3.0+.

Qualifications

• Detail-oriented 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.

Responsibilities

• 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.

Skills

Detail-oriented

Analytical skills

Communication skills

Education

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

Optional: pursuing a JD

GPA 3.0 minimum

CTFA designation pursuit

Job description

Summer Trust Advisor - Intern (Summer 2027)

Chicago, IL; Southfield, MI; Grand Rapids, MI - On-site

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 proudlyserves 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 todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Job Responsibilities

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.

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.