What are the responsibilities and job description for the Intern- Wealth Management position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Voted Best Place to Work for the 8th year in a row! Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Wealth Management team.
We are currently seeking candidates for an 18-to-24-month internship to begin in Winter 2026. This internship will provide candidates the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
About Trust Point Inc.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A WEALTH MANAGEMENT INTERN
Responsibilities
As an intern on our Wealth Management Team, you will gain hands-on experience working alongside highly credentialed Relationship Managers and Support Team members. Responsibilities include:
Qualifications For a Wealth Management Intern
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
Voted Best Place to Work for the 8th year in a row! Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Wealth Management team.
We are currently seeking candidates for an 18-to-24-month internship to begin in Winter 2026. This internship will provide candidates the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
About Trust Point Inc.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A WEALTH MANAGEMENT INTERN
Responsibilities
As an intern on our Wealth Management Team, you will gain hands-on experience working alongside highly credentialed Relationship Managers and Support Team members. Responsibilities include:
- Assisting Relationship Managers and the Support Team with day-to-day administrative duties
- Preparing client reports, presentations, and meeting materials
- Assembling documentation required for onboarding new client accounts
- Conducting research and analysis related to estate settlements and account administration
- Supporting special projects and process improvement initiatives within the Wealth Management team
- Collaborating with team members to ensure timely and accurate completion of client-related tasks
- Upholding confidentiality and professionalism in all client interactions and documentation
Qualifications For a Wealth Management Intern
- Currently pursuing a Bachelor's Degree in Business, Accounting, other related program.
- Excellent organization and communication skills
- Detail oriented with a high sensitivity to accuracy
- Must be comfortable dealing with people and customer service orientated
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
