Contract Rate $20 to $30 per hour
Position Summary: Join our Private Fiduciary Practice team as a part-time Summer Intern and gain hands-on experience in the finance industry. Assist with trust and estate account administration, engage with clients, conduct research, and collaborate on team projects. This flexible internship offers up to 30 hours per week, allowing you to balance work with other commitments. Develop your skills in a supportive and engaging work environment.
• Assist with trust and estate account administration, including processing transactions and maintaining accurate documentation.
• Interact with clients to address inquiries and ensure exceptional service.
• Conduct research on legal and regulatory topics related to fiduciary services.
• Prepare and maintain client files and generate reports.
• Collaborate with the team on various projects and assignments.
• Participate in training sessions and expand your industry knowledge.
• Genuine interest in wealth management, trust administration, or estate planning.
• Strong organizational and time management skills.
• Analytical mindset with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to handle sensitive information with discretion.
• Proactive, resourceful, and a team player.
Duration and Compensation: Part-time summer internship, up to 30 hours per week. Duration will be [insert duration, e.g., 10 weeks]. Compensation will be provided based on industry standards and experience.
Note: The above job description provides a general overview of responsibilities and qualifications. Additional tasks and assignments may be assigned as needed.
To apply, please submit your resume and a cover letter outlining your interest and qualifications for the Summer Intern position to