Intern - Trust & Wealth Management

Gulf Coast Bank & Trust • Metairie, LA

3h

About The Position

This position is part of the Summer Internship Program, which is scheduled to run from, Wednesday, May 27th through Friday, July 31st, potentially extending through mid-August based on the decision of the hiring manager and department. Candidates must be available for the full duration of the program to ensure a consistent and meaningful learning experience.

The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of initiatives and projects while gaining robust knowledge on the subjects covered. Responsibilities may include, but are not limited to, reviewing the wealth management division’s digital marketing strategy, partnering with financial advisors to assist in automating certain client communications, data entry and document preparation for personal and business financial plans, and hands on learning about becoming a professional financial advisor.

Requirements

• Minimum preferred cumulative GPA of 3.0.
• Currently pursuing a Bachelor’s degree or Master’s degree.
• Business Majors preferred.
• Be a highly motivated self-starter who takes initiative.
• Demonstrates strong analytical and problem-solving skills.
• Possesses critical thinking, communication, and teamwork skills.

Responsibilities

• Committing to learning about the Wealth Management career.
• Detail oriented data entry and document preparation.
• Digital marketing review and assessment.
• Marketing and business development support.
• Daily stock market research.
• Learning about compliance with all rules and regulations in the financial industry.
• Perform other duties as assigned.

What This Job Offers

• Career Level: Intern