Trust Administration Intern

1 week ago

Wilmington, Delaware, United States Rockefeller Financial Full time

About Rockefeller Financial:

Rockefeller Financial is a premier independent advisory firm that has been providing exceptional financial services since its inception. With a rich history dating back to 1882, we are committed to delivering strategic guidance to high-net-worth individuals, families, institutions, and corporations across various markets.

Position Overview:
Our Summer Analyst Program is a unique opportunity designed for students to immerse themselves in the dynamic environment of Rockefeller Financial. This ten-week internship program offers participants a comprehensive experience within our organization, allowing them to engage in meaningful work while developing their professional skills.

Program Highlights:

  • Structured mentorship to foster professional growth.
  • Engaging speaker series featuring insights from industry leaders.
  • In-depth training on our operational framework and the role of our team members.
  • Opportunities for networking with peers and senior executives.
  • Interactive discussions on relevant market trends and their implications.

Eligibility Criteria:
To qualify for this program, candidates must be projected graduates with a strong academic record and a keen interest in the financial services sector. We seek individuals who are motivated to learn and contribute positively to our team.

Role Responsibilities:
The Trust Administration Summer Analyst will assist Trust Officers in the effective management and administration of trust accounts. Responsibilities include:

  • Supporting Trust Officers in maintaining client relationships.
  • Assisting in the oversight of trust assets and income in alignment with client objectives.
  • Collaborating with Trust Officers to ensure compliance with relevant regulations and standards.

Qualifications:

  • High school diploma required.
  • Pursuing a degree in Business Administration, Finance, or Economics, with a focus on Trust Administration.
  • Involvement in extracurricular activities related to finance or trust management.

Desired Skills:

  • Basic understanding of fiduciary responsibilities and legal frameworks governing trust administration.
  • Strong communication and presentation abilities.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook).
  • Attention to detail and strong analytical capabilities.
  • High level of professionalism and discretion in handling sensitive information.

Compensation:
The anticipated hourly wage for this position is $32, subject to variations based on qualifications and experience.

Equal Opportunity Statement:
Rockefeller Financial is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.

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