Wealth Management Intern: Banking, Investments & Client Service

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

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.