2027 Summer Trust Advisor Intern
Core
Intern assisting with daily trust administration, account management, and estate settlement for high-net-worth individuals and families.
Role type
Summer Trust Advisor Intern
Builds
Trust administration services and estate settlement processes for Plante Moran Wealth Management clients
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
trust administration, fiduciary accounting, estate settlement, account opening/closing, trust document research, receipts and disbursements
Preferred skills
brokerage experience, financial planning experience, money management experience
Technologies
trust accounting systems
Responsibilities
Perform and monitor daily trust administration, prepare receipts and disbursements, research trust terms and governing documents, assist in estate settlement, facilitate account opening/closing
Seniority
Intern, entry-level