Wealth Management Professional

4 weeks ago


La Crosse, Wisconsin, United States Trust Point Inc. Full time
Job Overview

Trust Point Inc. is seeking a highly motivated and detail-oriented individual to join their Wealth Management team as an intern. This 18-to-24-month internship will provide the opportunity to gain hands-on experience in administrative duties, special projects, and client-facing activities.

Key Responsibilities:

  • Assist in assembling required documentation for new account onboarding
  • Prepare client reports and materials
  • Research estate settlement items
  • Utilize organizational skills, attention to detail, and knack for numbers to assist in various projects

Requirements:

  • Currently pursuing a Bachelor's Degree in Business, Accounting, or related field
  • Excellent organization and communication skills
  • Detail-oriented with high sensitivity to accuracy
  • Comfortable dealing with people and customer service-oriented

Trust Point Inc. is an equal opportunity workplace that values diversity and inclusion.



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