What are the responsibilities and job description for the Family Wealth Intern position at Pitcairn Trust Company, LLC?
For over a century, Pitcairn has helped families simplify complexity, protect what matters most, and build legacies that endure for future generations. As the leading Shared Single-Family® office, we provide integrated wealth management, investment advisory, and family engagement services grounded in long-term thinking and trusted client relationships. Our culture is defined by collaboration, curiosity, and delivering an exceptional client experience through what we call the Pitcairn Wealth Momentum experience.
PRIMARY FUNCTION – About the Role
The Family Wealth Intern will gain hands-on exposure to the core functions of a modern family office by working alongside professionals across Pitcairn’s Wealth Management Group and various supporting departments. This internship offers a practical introduction to comprehensive financial planning, investments, estate planning, insurance, tax, operations, family governance/education, and holistic wealth management while providing insights into how multi-generational client relationships are supported and grown.
RESPONSIBILITIES – What You’ll Do
- Support the preparation of client deliverables, including statements of cash flow, balance sheets, net worth summaries, and custom reporting tailored to the complexity of Pitcairn’s clients.
- Assist with periodic client account reviews, which includes portfolio monitoring and rebalancing, reviewing investment policy statements, producing performance reports, and supporting firmwide compliance protocols.
- Work closely with Relationship Managers and Family Wealth Associates/Analysts to gain knowledge of the day-to-day servicing of client relationships, assist hands-on with daily tasks, and contribute to long-term projects.
- Collaborate with Client Services Associates on client materials, document processing, and mailings.
- Contribute to ad-hoc projects at the firm and department level, and perform other responsibilities as needed.
EDUCATION & EXPERIENCE – What We’re Looking For
- Currently enrolled in an accredited university pursuing a Bachelor’s degree (majors in Financial Planning, Business, Accounting, Economics, or Data Analytics strongly preferred).
- Demonstrated interest in financial planning, investments, and/or wealth management, with a general understanding of the global financial markets and broader macroeconomy.
- Comfortability with learning and leveraging new software / technology platforms, with current proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word).
DESIRABLE CHARACTERISTICS - Skills & Attributes
- Clear and professional communication skills (oral and written). Curious, proactive, and a strong eagerness to learn and contribute. High level of attention to detail and time management. Ability to manage multiple, sometimes conflicting, priorities in a fast-paced, team-oriented workplace environment.
HOW TO APPLY
- Visit the Careers Center section of our website: Pitcairn.com
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.