Wealth Management Intern

Job Description

Job Description

TITLE : Wealth Management Intern 

DEPARTMENT : Wealth Management & Investments 

PAY GRADE & FLSA : Grade 3 & Non-exempt

JOB SUMMARY:  

Responsibilities focus on financial planning, relationship management and trust administration, and will also include exposure to investment research and portfolio construction.  Work with trust and investment officers to learn basics of trust administration and compliance.  Collaborate with other interns on a group project. 

QUALIFICATIONS:  

• Good Written and oral communication skills 
• Computer skills (Excel and/or Access) 
• Self-motivated and a team player 
• Ability to work independently 
• Investment, economic and /or accounting classes completed 

LEARNING OBJECTIVES:  

• Introduction to trust administration  
• Understanding of financial planning process and its components  
• Basics of estate planning documents 
• Introduction to estate settlement 
• Discussions about the economy 
• Introduction to investing  
• How stocks and bonds work  
• Why people decide to invest 
• Our rationale for providing custom portfolios to clients  
• Process versus Outcome 
• The difference between qualitative and quantitative factors  
• Behavioral factors that can impact investing 
• Assist with research and how it contributes to portfolio construction  
• The role taxes play in making investment decisions 

COMPANY DESCRIPTION:  

At Cedar Rapids Bank & Trust, we've developed a powerful corporate culture, one that's evident in every facet of our organization. We offer a place where: 

• People matter. ?CRBT provides a challenging and rewarding atmosphere?by developing talent and encouraging personal and professional growth. We are committed to fostering and preserving a culture of diversity, equity and inclusion and acknowledge that our success in cultivating a culture of inclusion can only further contribute to the overall success and service we provide. 
• New ideas are encouraged and supported.? Employees are encouraged to bring new ideas and diversity of thought. We have a saying around the bank – “Be careful what you ask for.” If they have an idea or suggestion, we are always open to exploring it and often ask that employee to be involved or lead the efforts to implementation. Regardless of title, location, or individual role, our employees’ voices are heard, appreciated, and make a direct impact on our organization and how we serve our clients. 
• Performance is rewarded. ?Striving to be exceptional in everything we do, each employee and team plays an essential role in our future. To reward employees, shareholders, and clients, as well as strengthen and serve our communities, our employee goals are linked directly to the company’s strategic plan. At CRBT, we work hard, but we play hard, too! 
• Leadership is accessible. ?Our leaders have a genuine interest in getting to know our employees and make a concentrated effort to be accessible and available. 

FUN EXTRAS:   

• Fun Committee, Wellness Committee, Gym Membership Discount, Birthday Off, Peer Advisor/Mentor Program, Volunteer Opportunities, Community Events, And More! 

WORKING CONDITIONS:  

• Duties are performed in a professional office environment.
  
  

At Cedar Rapids Bank & Trust we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.  

Cedar Rapids Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.

It is the policy of Cedar Rapids Bank & Trust to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.