Wealth Management Intern

Fishback Financial Corporation; United States; On-site; USD 15,000 - 41,000; Part time

Benefits offered by this job

Healthcare benefits

401(k) & ESOP Profit Sharing

Wellness program

Education benefits

Volunteer hours

In-house childcare

Job summary

First Bank & Trust is offering an internship across Wealth Management Services to gain hands-on exposure in Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations. You will support client service, research, and account administration while learning how teams collaborate to manage, preserve, and grow wealth.

You will rotate through departments, assist with fiduciary processes and plan administration, and participate in learning activities and special projects.

Qualifications

• Pursuing an associate or bachelor’s degree in finance, accounting, economics, business, or a related field.
• Strong attention to detail, analytical ability, communication, customer service, organization, and discretion are essential.
• Self-motivated and eager to learn all aspects of Wealth Management.

Responsibilities

• Rotate through Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations to understand each area’s products, services, responsibilities, and client needs.
• Support Retirement Plan Services and gain education in retirement plan administration, plan sponsor support, participant service, and fiduciary processes.
• Assist with Trust, fiduciary administration and Brokerage, including account documentation, client and beneficiary service, distributions, reviews, and recordkeeping.
• Observe Private Banking relationship management and assist with client research, meeting preparation, service requests, and coordination of banking and Wealth Management solutions.
• Assist the Investments team with market and security research, portfolio and performance reporting, investment meeting preparation, and other analytical projects.
• Support Operations through account onboarding, system and data maintenance, transaction processing, quality-control reviews, reporting, and workflow improvement projects.
• Gain knowledge of banking and wealth management products and services and develop effective working relationships throughout First Bank & Trust.
• Utilize Wealth Management systems and observe how they integrate into client service, investment, compliance, and operational processes.
• Develop skills in professionalism, financial analysis, decision‑making, customer service, communication, confidentiality, and teamwork.
• Complete special projects and attend client, investment, operational, or departmental meetings as assigned.
• Maintain confidentiality, integrity, and honesty, especially in dealing with customer information.
• Act in accordance with FBT policies and procedures as set forth in the employee handbook.
• Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor.

Skills

Attention to detail

Analytical ability

Communication

Customer service

Organization

Discretion

Self-motivated

Education

Finance/Economics/Business degree

Job description

Job Description

As an intern, this person will gain broad exposure to Wealth Management Services, including Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations. This person will assist with client service, research, account administration, and special projects while learning how the teams work together to help clients manage, preserve, and grow their wealth.

Qualifications

This person should be pursuing an associate or bachelor’s degree in finance, accounting, economics, business, or a related field, or have equivalent education or experience. Strong attention to detail, analytical ability, communication, customer service, organization, and discretion are essential. This person should be self‑motivated and eager to learn all aspects of Wealth Management.

Principal Responsibilities

• Rotate through Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations to understand each area’s products, services, responsibilities, and client needs.
• Support Retirement Plan Services and gain education in retirement plan administration, plan sponsor support, participant service, and fiduciary processes.
• Assist with Trust, fiduciary administration and Brokerage, including account documentation, client and beneficiary service, distributions, reviews, and recordkeeping.
• Observe Private Banking relationship management and assist with client research, meeting preparation, service requests, and coordination of banking and Wealth Management solutions.
• Assist the Investments team with market and security research, portfolio and performance reporting, investment meeting preparation, and other analytical projects.
• Support Operations through account onboarding, system and data maintenance, transaction processing, quality-control reviews, reporting, and workflow improvement projects.
• Gain knowledge of banking and wealth management products and services and develop effective working relationships throughout First Bank & Trust.
• Utilize Wealth Management systems and observe how they integrate into client service, investment, compliance, and operational processes.
• Develop skills in professionalism, financial analysis, decision‑making, customer service, communication, confidentiality, and teamwork.
• Complete special projects and attend client, investment, operational, or departmental meetings as assigned.
• Maintain confidentiality, integrity, and honesty, especially in dealing with customer information.
• Act in accordance with FBT policies and procedures as set forth in the employee handbook.
• Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor.

Compensation Grade

Hourly Grade 3

Equal Opportunity Statement

First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement.

Accommodation Contact

Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email [e-mail].

Our Company Culture

We invest in our people: Our communities have contributed to the success of our business and our families. In turn, this allows us to contribute to the success of our communities. We have remained an independent community institution over the years and employ almost 700 people. Our employees are like family (they’re also part owners). Not only is working for us rewarding, but you’ll also be a part of a positive culture and company that gives back to the community.

Our Benefits

• Comprehensive Healthcare Benefits: Peace of mind when it comes to you and your family's well‑being with generous health, dental, vision, and life insurance. Plus, optional access to additional life, disability, and other forms of insurance.
• 401(k) & ESOP Profit Sharing: Employees are owners. Receive a match of up to 7% of your contributions to your retirement account.
• Wellness Program: The Healthy Way Program incentivizes gym membership and hosts educational programs and challenges throughout the year.
• Education: Student loan repayment assistance program. Tuition reimbursement. A robust internal training program that goes beyond onboarding. We want you to continue learning. That's why we offer job shadowing, a mentorship program, and more.
• Volunteer Service Hours: Paid time to volunteer. Employees get 16 hours to take part in and donate their time to local charities.
• In-house Childcare & Preschool: Kid's World childcare and preschool in Brookings is available for the children and grandchildren of employees.

Our Culture

We value our culture and work hard to keep it top of mind at all times. Employees rally around 9 core principles, creating a collaborative and enjoyable work experience for all. During the onboarding process, all new employees attend a culture camp, which is led by the CEO and the Chairman of the Board. Work for us: Our employees enjoy working together and treat eachother (and customers) like family.