Wealth Management Intern: Hands-On Banking & Investments

First Bank Trust; Brookings (SD); Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

First Bank & Trust in Brookings, SD offers a Wealth Management Services internship providing broad exposure to Trust, Brokerage, Private Banking, Investments, Retirement Plan Services and Operations. You will assist with client service, research, account administration and special projects while learning how teams collaborate to help clients manage, preserve and grow wealth.

You are pursuing an associate or bachelor’s degree in finance, accounting, economics, business or related field, or have

Qualifications

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

Responsabilités

• 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.

Connaissances

Attention to detail

Analytical ability

Communication

Customer service

Organization

Discretion

Self-motivated

Eagerness to learn

Formation

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

Description du poste

First Bank & Trust in Brookings, SD offers a Wealth Management Services internship providing broad exposure to Trust, Brokerage, Private Banking, Investments, Retirement Plan Services and Operations. You will assist with client service, research, account administration and special projects while learning how teams collaborate to help clients manage, preserve and grow wealth.

You are pursuing an associate or bachelor’s degree in finance, accounting, economics, business or related field, or have