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.