What are the responsibilities and job description for the Trust Intern position at Bank of Clarke?
Description
Position Purpose: The main purpose of the summer internship program is to offer hands-on experience in an active wealth management department, together with the ability to interact and shadow experienced wealth management professionals. The successful candidate will have opportunity to contribute to projects, assignments and meetings that will expose you to learning more about the industry. The internship position will have a weekly set schedule, with some flexibility based on the needs of the department.
What you’ll do:
· Shadow and participate in various tasks to assist in the Trust Department.
· Observe and assist with Private Banking.
· Assist Trust Officers with regulatory account reviews.
· Assist in trust review process, estate settlements activities, real estate tracking, observation of wealth management meetings, and other items as needed.
· Participate in the Virginia Banker’s Association Internship Program.
· Perform other tasks as assigned on a day-to-day basis.
Requirements
Where you’ll shine:
Ability to communicate using verbal and written skills.
Ability to prepare business presentations.
Ability to shift quickly from one task to another.
Proficient in Microsoft Office, Excel, Word, PowerPoint
Detail-oriented.
Professional and confidential
Ability to adhere to full time schedule with variations as needed.
Communicating with various levels and business lines of an organization
Shadowing, mentoring, and training opportunities with our experienced team.
Hands-on application of trust principles
Collaborating, working independently, problem solving, and more.
Where we’ll shine:
Offering a learning opportunity with hands on experience
Supporting associates and their families; we embrace the importance of caring for oneself and our families.
Surrounding ourselves with smart, driven, and diverse individuals.
Valuing integrity, commitment regarding our daily duties, and the Bank as a whole.
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value.
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value.
EEO M/F/V/D
