First PREMIER Bank/PREMIER Bankcard ยท 3 weeks ago
PREMIER Wealth Management Internship
First PREMIER Bank and PREMIER Bankcard is a leading financial organization that emphasizes personal success and community values. The Wealth Management Internship offers students hands-on experience in supporting the Wealth Management Department's daily operations and assisting with various tasks to meet bank objectives.
BankingFinanceFinancial ServicesLending
Responsibilities
Maintain client files and ensure all client documents are filed appropriately
Assist Wealth Management and Investment Officers with inputting of trade requests, updating investment reports, preparing client reports, and other duties as assigned
Support Wealth Management administrators, employee benefits, operations, and Private Banking, as needed
Ensure transactions and all requests are completed in an accurate and timely manner
Prepare cash in/out requests and complete wire forms
Draft client correspondence for Wealth Management and Investment Officers review
Perform complex and confidential administrative functions; develop and type taped dictation and written correspondence. Compose and complete memos, legal documents and other legal forms
Respond to client inquiries and requests for information in a timely manner
Safeguard all confidential information and material appropriately
Provides coverage for other Trust and Investment support or administrative personnel while out
Understands and Applies the Department's policies and procedures to assigned tasks
Qualification
Required
Applicant should be enrolled in or pursuing higher education
Possess intermediate to exceptional PC skills
Ability to be patient and attentive to detail
Excellent verbal and listening skills and ability to use positive language
Time management skills
Benefits
Robust and expanded package of health benefits
Incentives
Paid time off
Growth and career advancement opportunities
Private concerts
Outdoor bashes
Cash and car giveaways
Company
First PREMIER Bank/PREMIER Bankcard
First PREMIER Bank and PREMIER Bankcard are considered one of the strongest financial organizations in the nation.
H1B Sponsorship
First PREMIER Bank/PREMIER Bankcard has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (6)
2023 (5)
2022 (7)
2021 (2)
2020 (5)
Funding
Current Stage
Late StageRecent News
Business Insider
2025-05-16
Company data provided by crunchbase