About the role#
As a Wealth Management Intern at First Bank & Trust, you will gain broad exposure to our core financial services. You will rotate through Trust, Brokerage, Private Banking, Investments, Retirement Plan Services, and Operations. This role involves assisting with client service, research, account administration, and special projects while learning how these teams work together to help clients manage, preserve, and grow their wealth.
What you'll do#
- Rotate through various departments to understand products, services, and client needs.
- Support Retirement Plan Services with administration, plan sponsor support, and fiduciary processes.
- Assist with Trust, fiduciary administration, and Brokerage tasks, including account documentation and client service.
- Observe Private Banking relationship management and help with client research and meeting preparation.
- Aid the Investments team with market and security research, portfolio reporting, and analytical projects.
- Support Operations with account onboarding, data maintenance, transaction processing, and quality-control reviews.
- Attend client, investment, and departmental meetings.
- Develop professional skills in financial analysis, decision-making, and teamwork.
- Maintain strict confidentiality and adhere to all bank policies and compliance procedures.
What you'll need#
- Current pursuit of an associate or bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent experience.
- Strong attention to detail and analytical ability.
- Effective communication, customer service, and organizational skills.
- Discretion when handling sensitive information.
- A self-motivated approach and an eagerness to learn all aspects of wealth management.
Location & details#
- Location: Sioux Falls, South Dakota.
- Modality: On-site.
- Employment: Part-time, paid internship.
- Term: Rolling.
About First Bank & Trust
First Bank and Trust operates as a family and employee owned financial institution. It maintains 22 locations across South Dakota and Minnesota. The company began in 1880 in Brookings, South Dakota. It provides community banking services and various niche financial products.
How to get in at First Bank & Trust
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