Summer Trust Strategy Intern

Cagayan State University; Grand Rapids (MI); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Health, dental, vision, disability, &–

401(k) plan

Pension plan

Discretionary bonus

Travel reimbursements

Flexible time off

Job summary

Cagayan State University is offering a hands-on opportunity in trust administration, giving you exposure to revocable, irrevocable, grantor, charitable, and life insurance trusts. You will learn fiduciary accounting, assist in account openings/closings, and support estate settlements while developing research and team skills.

The role seeks detail-oriented, analytically-minded students pursuing finance, math, economics or accounting with a 3.0 GPA and a path toward CTFA designation.

Qualifications

• Pursuing a bachelor’s degree in a related field with minimum 3.0 GPA.
• Willingness to work toward CTFA designation.
• Experience at a brokerage or financial planning firm preferred but not required.
• Non-exempt position with potential overtime and travel.

Responsibilities

• Gain overview of trust administration processes.
• Obtain hands-on experience with various types of trusts.
• Understand fiduciary accounting and trust accounting systems.
• Assist in opening and closing trust accounts.
• Perform and monitor daily trust administration tasks.
• Prepare receipts and disbursements.
• Research trust terms within each relationship and governing document.
• Assist in estate settlement.
• Contribute to team projects.

Skills

Detail-oriented

Problem solving

Analytical

Written & verbal communication

Education

Bachelor’s degree in Finance

Bachelor’s degree in Mathematics

Bachelor’s degree in Economics

Bachelor’s degree in Accounting

Pursuing JD (optional)

CTFA designation in progress

Job description

Cagayan State University is offering a hands-on opportunity in trust administration, giving you exposure to revocable, irrevocable, grantor, charitable, and life insurance trusts. You will learn fiduciary accounting, assist in account openings/closings, and support estate settlements while developing research and team skills.

The role seeks detail-oriented, analytically-minded students pursuing finance, math, economics or accounting with a 3.0 GPA and a path toward CTFA designation.