Trust Advisor Intern - Hands-On Wealth Management

Plante Moran; Southfield (MI); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Flexible Time Off

Paid holidays

Travel reimbursement

Meal reimbursement

Pension plan

Discretionary bonus

Job summary

Plante Moran Wealth Management in the United States is seeking an intern to gain hands-on experience in trust administration and wealth management. You’ll join a team that values growth, integrity, and client service, with real responsibilities from day one.

You’ll learn through hands-on tasks, collaborate with staff at all levels, and engage with high-net-worth clients to understand fiduciary duties, accounting, and estate processes in a dynamic, mentor-guided setting.

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.

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

Problem solving

Analytical

Written and verbal communication

Education

Bachelor's degree in finance, mathematics, economics, accounting or related field

Optional: JD

GPA 3.0 minimum

CTFA designation commitment

Job description

Plante Moran Wealth Management in the United States is seeking an intern to gain hands-on experience in trust administration and wealth management. You’ll join a team that values growth, integrity, and client service, with real responsibilities from day one.

You’ll learn through hands-on tasks, collaborate with staff at all levels, and engage with high-net-worth clients to understand fiduciary duties, accounting, and estate processes in a dynamic, mentor-guided setting.