About the role#
This internship offers exposure to wealth management within a financial services environment. You will complete a 12-week curriculum with specific milestones and participate in projects that support our unit goals. This role provides an opportunity to work with experienced professionals and gain insight into investment strategies, client relationship management, and operational procedures.
What you'll do#
- Support initiatives that help clients reach their financial goals.
- Participate in weekly market update meetings and stay informed on financial news.
- Handle administrative tasks including form filing, copying, scanning, faxing, and archiving.
- Update KYC and investment profiles, and process renewals for W8s and IDs.
- Monitor client email inboxes and manage account maintenance requests.
- Review and approve requests initiated by other team members.
- Serve as a liaison with the Trading and Sales Middle Office.
- Assist with special projects such as database maintenance and mailings.
- Provide customer service to broker dealers and registered investment advisors.
- Maintain strict confidentiality regarding client, firm, and employee information.
What you'll need#
- A minimum of 2 years of college education in Business, Finance, or a related field.
- Current status as a student graduating in 2026 or 2027.
- Strong skills in Microsoft Word, Excel, and PowerPoint.
- Ability to prioritize tasks and manage time effectively.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and a professional image.
- Ability to work well in a team and interact comfortably with senior management.
- High attention to detail and a self-motivated approach to work.
Location & details#
- Location: Coral Gables, Florida.
- Work Modality: On-site.
- Employment Type: Full-time intern.
- Term: Rolling.
About Amerant Bank
Amerant Bank operates as a financial institution based in Coral Gables, Florida. Founded in 1979, the bank provides deposit and credit products alongside wealth management services. It serves customers across South Florida and Tampa. The organization functions as a subsidiary of Amerant Bancorp Inc. and employs between 501 and 1,000 people.
How to get in at Amerant Bank
Securing an internship at Amerant Bank requires speed because early applicants often receive more attention before the candidate pool grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can apply among the first. This approach helps you stay ahead of the standard application queue. You can also improve your response rates by reaching out to the recruiters behind the company's roles directly. Intern Insider surfaces these specific contacts so you can ask about the role or a referral. Connecting with a human recruiter often provides better visibility than a digital submission alone.
