Summer Trust & Wealth Advisory Intern

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

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+.