Wealth Management Intern: Learn Portfolios & Trust Admin

Cedar Rapids Bank & Trust; Cedar Rapids (IA); On-site; USD 21,000 - 28,000; Full time

Job summary

Cedar Rapids Bank & Trust is offering a Wealth Management Intern position in Cedar Rapids, IA. The role focuses on financial planning, relationship management, and trust administration, with exposure to investment research and portfolio construction.

You will collaborate with trust and investment officers and participate in a group project to gain practical experience. Responsibilities include supporting the wealth management team, learning the end-to-end process of portfolio construction, and

Qualifications

• Excellent written and oral communication required.
• Proficiency with Excel and/or Access.
• Self-motivated and a team player.
• Ability to work independently.
• Investment, economic and/or accounting classes completed.

Responsibilities

• Assist with financial planning and relationship management.
• Learn trust administration and compliance basics alongside trust professionals.
• Contribute to investment research and portfolio construction exposure.
• Collaborate with other interns on a group project.

Skills

Communication skills

Excel/Access

Self-motivated

Independent worker

Finance courses

Job description

Cedar Rapids Bank & Trust is offering a Wealth Management Intern position in Cedar Rapids, IA. The role focuses on financial planning, relationship management, and trust administration, with exposure to investment research and portfolio construction.

You will collaborate with trust and investment officers and participate in a group project to gain practical experience. Responsibilities include supporting the wealth management team, learning the end-to-end process of portfolio construction, and