Wealth Management Legal Intern
On-siteNo visa sponsorship
Core
Legal intern supporting wealth management fiduciary matters, trust administration, and compliance.
Role type
Legal intern
Builds
Trust administration activities, compliance/risk analysis, sales and marketing campaigns
Domain
Wealth Management / Legal
Deliverable
client delivery
Required skills
legal research, trust document analysis, compliance analysis, problem-solving, quantitative analysis
Preferred skills
tax law knowledge, estate planning knowledge, leadership, teamwork
Technologies
N/A
Responsibilities
Review and analyze trust documents and estate settlement matters; Assist with trust & advisory compliance and risk issues; Create sales and marketing campaigns to drive new business
Seniority
Intern