2024 Intern Analyst - Trust Client & Advisor Services
Wells Fargo
About this role:
Wells Fargo is seeking an Intern Analyst in Trust Client & Advisor Services for the summer of 2024 as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Assist assigned Trust Officers and Specialists on estates, trusts, custodians, guardianships, agencies, etc. as it relates to state and gift tax administration, intergenerational wealth transfer and fiduciary services
- Work closely with Trust Officers and Specialists to ensure the investment strategy, goals, objectives, risk tolerance, tax implications and customized benchmarks are met and exceeded
- Learn about the differences between the Trust Services office and Front Office through rotations and projects in each environment
- Engage with leaders at all levels of the organization including senior management
- Provide excellent customer service to all areas of support, including colleagues and clients as necessary
- Perform historical and/or analytical research to respond to requests or assignments
- Understand processes and work flows as they pertain to various administrative tasks
- Bring closure to issues, questions and requests. Solve problems independently or with the assistance of your colleagues
- Consistently learn new systems, applications, processes and techniques
- Participate in formal internship program and workshops for low complexity initiatives within Internship Program
- Review various assignments to become familiar with policies and procedures for which answers can be quickly obtained, related to low-to-medium risk tasks and deliverable
- Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
- 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Knowledge and understanding of estate, trust, or fiduciary administration
- Interest in Trust/Fiduciary Administration or related field
- Enrolled in coursework in Trust and Wealth Management
- Ability to work effectively in a team environment
- Excellent verbal, written, and interpersonal communication skills
- Good analytical skills with high attention to detail and accuracy
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Solid problem solving skills
- Solid decision making skills
- Strong organizational, multi-tasking, and prioritizing skills
- Leadership experience
- Undergraduate actively enrolled in an accredited four-year Trust Degree program with a graduation date range of Dec 2024 – May 2026
Required location(s) listed above. Relocation assistance is available for this position.
Salary range is determined by the location of the job
The salary range displayed below is based on a Full-time 40 hour a week schedule. This is a Flexible position therefore not eligible for benefits.
NC-Winston Salem: 15.00-30.00 USD Hourly
NV-Las Vegas: 15.00-30.00 USD Hourly
PA-Philadelphia: 15.00-30.00 USD Hourly
TX-Austin: 15.00-30.00 USD Hourly
CA-Long Beach: 15.00-30.00 USD Hourly
MN-Minneapolis: 15.00-30.00 USD Hourly
This position is not eligible for a Visa sponsorship.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.