Job Description

Job Description

Job Description

Description:

JOB TITLE: Private Wealth Management Intern

DEPARTMENT: Wealth Management Illinois

REPORTS TO: Sara Hancock, Trust Officer

FLSA STATUS: Non-Exempt

TYPE OF POSITION: Part-Time

JOB SUMMARY

Are you looking to gain real world experience in a thriving, financial services firm? Consider an internship and start building your career at TrustBank.

Challenge your thinking and build an amazing career with the best people in the financial services industry. TrustBank employees provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At TrustBank, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing TrustBank’s resources and expertise to create a tailored plan to ensure success as they’ve defined it.

Our competitive intern program offers exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment.

DUTIES AND RESPONSIBILITIES

• Provide support across multiple departments, including trust operations, financial advisors, marketing, and banking.

• Assist with various projects, including research, reporting, and data analysis across different business areas.

• Support financial advisors by reviewing reports and researching stocks, money managers, funds, and investment strategies.

• Contribute to marketing efforts, including content development, social media, event coordination, and outreach initiatives.

• Gain exposure to trust operations by assisting with account administration, compliance-related tasks, and operational duties.

• Handle administrative tasks such as processing paperwork, answering phones, responding to client inquiries, and preparing for meetings.

• Perform additional duties and assist with projects as needed

WORKING CONDITIONS

Summer interns must be able to work during the summer months 25 - 30 hours per week. We are seeking a candidate who can start in May 2025. The position is Monday through Friday, typically from 8AM – 5PM. Additional hours may be required as needed. The position will primarily be located at 371 North West Street, Olney, IL. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION and BENEFITS

This is a temporary paid internship position. The rate of pay is $16.00/per hour. Due to the temporary nature of the internship lasting less than 90-days, standard TrustBank benefits are not applicable. The position does accrue some limited paid time off. You will ultimately gain the value of the professional experience, which will provide excellent networking contacts within TrustBank.

DISCLOSURES

TrustBank recognizes that people are our bank’s strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans

Updated: April 3, 2025

Requirements:

EDUCATION and/or EXPERIENCE

• Pursuing a bachelor’s degree in finance, business or related degree preferred

• Excellent customer service skills and telephone etiquette

• Demonstrates a high level of professionalism and positive attitude

• An interest in financial services

• Prior office experience in a corporate or university setting preferred

REQUIRED SKILLS and ABILITIES

Ideal candidate will have strong communication, problem-solving, and analytical skills, along with adaptability, a growth mindset, and the ability to collaborate effectively.

TECHNICAL SKILLS

Proficiency in MS Office 365, including Excel, Outlook and Teams. Ability to perform data entry, report preparation, and analysis. Familiarity with customer relationship management software and financial operations are a plus. The ability to quickly learn and adapt around new software is essential.

Job Tags

Hourly pay, Temporary work, Part time, Work experience placement, Summer work, Internship, Summer internship, Monday to Friday,

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