Trust Advisor Intern – Wealth Management Immersion

Plante Moran; Grand Rapids (MI); On-site; USD 41,000 - 58,000; Part time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Career development opportunities

Job summary

Plante Moran Wealth Management in the United States offers an internship where you gain hands-on experience in trust administration and estate planning while supporting the Trust Officer’s book of business.

You will work with high-net-worth individuals and families, learning about revocable and irrevocable trusts, fiduciary accounting, and the account opening/closing process, with room to contribute to team projects.

Qualifications

• Detail-oriented with strong analytical and communication skills.
• Pursuing bachelor's degree in finance, mathematics, economics, accounting or related field.
• Academic success with a minimum GPA of 3.0.
• Willing to work toward CTFA designation.

Responsibilities

• Gaining an overview of the process of trust administration.
• Getting hands on experience with revocable, irrevocable, grantor, charitable, and life insurance trusts.
• Understanding fiduciary accounting and a trust accounting system.
• Facilitating account opening/closing process.
• Performing and monitoring daily trust administration for Trusts Officer’s book of business.
• Preparing receipts and disbursements.
• Researching trust terms related to each relationship and governing document.
• Assisting in estate settlement.
• Contributing to team projects.

Skills

Attention to detail

Analytical thinking

Communication skills

Education

Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field

GPA 3.0 minimum

Job description

Plante Moran Wealth Management in the United States offers an internship where you gain hands-on experience in trust administration and estate planning while supporting the Trust Officer’s book of business.

You will work with high-net-worth individuals and families, learning about revocable and irrevocable trusts, fiduciary accounting, and the account opening/closing process, with room to contribute to team projects.