Wealth Management Internship
2 months ago
EXPERIENCE OUR CULTURE JOIN OUR TEAM
Recognized as a "Best Place to Work" for the 7th year in a row, Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Wealth Management team.
We are currently seeking candidates for an in person, 12-to-24-month internship to begin in May 2024. This internship will provide candidates the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies
A DAY IN THE LIFE OF A WEALTH MANAGEMENT INTERN
As an intern on our Wealth Management team you will have the opportunity to work alongside our highly credentialed Relationship Managers and Wealth Management Support Team by assisting in administrative duties as well as taking on special projects for the team. Your assistance in assembling required documentation for the onboarding of new accounts, preparation of client reports and materials, and researching estate settlement items will provide you with a well-rounded Wealth Management experience.
In addition, you will utilize your organizational skills, attention to detail and knack for numbers to assist in various projects within the department.
QUALIFICATIONS FOR A WEALTH MANAGEMENT INTERN
- Currently pursuing a Bachelor's Degree in Business, Accounting, Economics, Political Science or other related program.
- Proficient in Microsoft Office Word, Excel and Outlook; Ability to learn and utilize company specific programs including Addvantage, Onbase, Salesforce, and Black Diamond.
- Proficient in basic math, calculating and grammar skills
- Excellent organizational and communication skills
- Detail oriented with a high sensitivity to accuracy
- Must be comfortable dealing with people and customer service orientated
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
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