Wealth Management Intern

Job Description:

As an intern this person will gain broad exposure to Wealth Management Services including Trust Brokerage Private Banking Investments Retirement Plan Services and Operations. This person will assist with client service research account administration and special projects while learning how the teams work together to help clients manage preserve and grow their wealth.

Qualifications: This person should be pursuing an associate or bachelors degree in finance accounting economics business or a related field or have equivalent education or experience. Strong attention to detail analytical ability communication customer service organization and discretion are essential. This person should be self-motivated and eager to learn all aspects of Wealth Management.

Principal Responsibilities:

• Rotate through Trust Brokerage Private Banking Investments Retirement Plan Services and Operations to understand each areas products services responsibilities and client needs.

• Support Retirement Plan Services and gain education in retirement plan administration plan sponsor support participant service and fiduciary processes.

• Assist with Trust fiduciary administration and Brokerage including account documentation client and beneficiary service distributions reviews and recordkeeping.

• Observe Private Banking relationship management and assist with client research meeting preparation service requests and coordination of banking and Wealth Management solutions.

• Assist the Investments team with market and security research portfolio and performance reporting investment meeting preparation and other analytical projects.

• Support Operations through account onboarding system and data maintenance transaction processing quality-control reviews reporting and workflow improvement projects.

• Gain knowledge of banking and wealth management products and services and develop effective working relationships throughout First Bank & Trust.

• Utilize Wealth Management systems and observe how they integrate into client service investment compliance and operational processes.

• Develop skills in professionalism financial analysis decision-making customer service communication confidentiality and teamwork.

• Complete special projects and attend client investment operational or departmental meetings as assigned.

• Maintain confidentiality integrity and honesty especially in dealing with customer information.

• Act in accordance with FBT policies and procedures as set forth in the employee handbook.

• Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor.

Compensation Grade

First Bank & Trust is an Equal Opportunity Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or expression national origin disability or status as a protected veteran. Read our completeEqual Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email.