Summer Personal Trust Intern

Provides day-to-day administrative support for Capital First Trust Company's team of trust professionals while gaining an understanding of the organization and the industry.

Role Responsibilities

Assist Trust Officers and Trust Administrators with various administrative tasks and projects including, but not limited to:
RMD and IRA verification for trust system
Researching SECURE Act to determine IRA eligibility
Data analysis for account performance
Researching uneconomic trust statutes
Assist with recurring Trustee Fee analysis
Perform tasks related to annual Trust Account Reviews
Data entry projects
Shadow various professionals and sit in on department meetings
Filing and archiving for the trust department, including electronic filing.
Conduct clerical duties; faxing, scanning, data entry, sorting and delivering incoming mail, assist with outgoing mail and shipments.
Answer incoming calls and route them to the appropriate individuals as a back-up to the front desk receptionist.
Participate in all training opportunities as presented.
Meet with a committed manager on an individual basis at least once a week.

Competencies

Communication Skills

Use professional oral and written skills to project a positive image of the Company.
Interact professionally with clients and associates at all times.
Possess excellent verbal, written and interpersonal communication skills.
Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

Prior knowledge of general office equipment such as a computer, fax, photocopier, scanner, telephone preferred but not required.
Working knowledge of Microsoft Office Suite of applications.
Ability to understand/learn basic fiduciary and trust administration concepts.
Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

Good time management skills.
Professional demeanor and detail-oriented

Judgment

Demonstrate basic knowledge of the business and the Company.
Capacity to maintain confidential information.
Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
Swiftly refer problems/issues to the appropriate person(s) when necessary.
Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

Currently enrolled in at least a four-year college or university and pursuing a bachelor's degree or higher in a related field. Recent graduates are also welcome.
Must have completed sophomore year, preference will be given to those closer to graduation.
Minimum overall cumulative GPA of 3.0.
Ability to acquire knowledge of the Trust Administration business.
Must be available minimum of 20 hours a week for a duration of 10-12 weeks.
Courteous and positive attitude.
Maintain regular and reliable attendance.
Pre-employment background check required.
Must be authorized to work in the United States

Housing / relocation expenses will not be covered.

Capital First Trust Company

New Jobs

Personal Trust Internship (part-time)