Wealth Fiduciary Professional Internship

3 weeks ago


Racine Wisconsin, United States Johnson Financial Group Full time
Job Summary

Johnson Financial Group is seeking a highly motivated and detail-oriented individual to join our Fiduciary Services team as a Wealth Fiduciary Professional Intern. This 10-week internship will provide the opportunity to gain hands-on experience in trust administration, estate settlement, tax and regulatory impact, and legal administrative tasks.

Key Responsibilities
  • Assist with trust administration issues, including document preparation and review
  • Support estate settlement processes, including asset management and distribution
  • Conduct research and analysis on tax and regulatory matters
  • Perform legal administrative tasks, including document preparation and filing
Qualifications
  • Currently pursuing an undergraduate degree in investments, business, or a related field, with a minimum GPA of 3.0
  • Graduate students from Marquette or UW Madison law schools are also eligible
  • Strong analytical and problem-solving skills, with attention to detail and accuracy
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
What We Offer
  • A competitive hourly rate of $18.00
  • The opportunity to work with a reputable and established financial institution
  • A dynamic and supportive work environment, with opportunities for professional growth and development
About Us

Johnson Financial Group is a privately held, family-owned bank that values diversity, equity, and inclusion. Our culture is built on a strong sense of community and a commitment to making a positive impact in the lives of our associates, clients, and the communities we serve.



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