Intern - Wealth Management

Trust Point

Minneapolis, MNOn-siteInternship

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Location: Minneapolis, MN
Work style: On-site
Job type: Internship
Posted: Oct 29; 1 day ago

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About the company

Trust Point

Financial services · 51 to 200 employees

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. rnOur 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.

Trust Point on LinkedIn

What you'll do

Assist in administrative duties
Take on special projects for the team
Assist in assembling required documentation for onboarding new accounts
Prepare client reports and materials
Research estate settlement items
Assist in various projects within the department

What you need

Currently pursuing a Bachelor's Degree in Business, Accounting, or other related program
Detail oriented with a high sensitivity to accuracy
Must be comfortable dealing with people and customer service orientated

Key skills

organizationcommunicationattention to detailcustomer service

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Read the full posting here

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!rnVoted 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. rnWe are currently seeking candidates for an 18-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. rnABOUT TRUST POINT INC.rnFor 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. rnOur 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.rnA DAY IN THE LIFE OF A WEALTH MANAGEMENT INTERNrnAs 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. rnIn addition, you will utilize your organizational skills, attention to detail and knack for numbers to assist in various projects within the department.rnQUALIFICATIONS FOR A WEALTH MANAGEMENT INTERN rnrnCurrently pursuing a Bachelor\'s Degree in Business, Accounting, other related program. rnExcellent organization and communication skillsrnDetail oriented with a high sensitivity to accuracyrnMust be comfortable dealing with people and customer service orientatedrnrnTrust Point is proud to be an equal opportunity workplace.rnWe 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.