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Lake Ridge Bank · 1 day ago

Wealth Management Intern

Monona,WI,US

Internship

Onsite

Intern

Start in 2026 Summer

Lake Ridge Bank is seeking a motivated student to join us this summer as a Wealth Management Intern. The Wealth Management Intern will be responsible for supporting the department with needs in Financial Planning, Trust Administration, and Operations and Portfolio Management during the Summer of 2026.

BankingFinanceFinancial ServicesLendingMobile AppsWealth Management

Responsibilities

Update the financial planning database to assign financial plans to the correct trust officers

Update policies and procedures for the financial planning process

Help identify key marketing pieces that need to be rebranded

Sit in on 10-15 client meetings for which intern associate will prepare meeting materials or coordinate the creation of materials

Reviewing and organizing the “vault” documents

Updating the general spreadsheet to add or delete documents that are or are no longer stored electronically or physically as well as to correct dates, names, etc

Creating a synopsis of the terms of the documents to store with the documents and meeting with a personal trust officer to review and confirm the synopsis is correct/to ask questions

Identifying which documents are original vs. copies and marking the originals for safekeeping and moving the copies to be scanned into the system (Jill could continue to do the actual scanning, but the intern would organize and label the documents for her)

Shadowing personal trust officers in meetings or calls with current clients and potential clients

Shadowing any personal trust officer who is handling a post death administration at that time and helping them prepare the inventory, accounting, correspondences, etc

Helping with annual account reviews

Cleanup of our users on the client-end website

Global audit of our accounts’ setup information

Missing cost basis research for new and existing accounts

Updating Approved and Non-approved lists and other materials for Trust Investment Committee

Prepare reports for client meetings (Statements, Snapshot reports, Etc.)

Update info on Stock Ratings worksheet. Update binder of Value Line and Morningstar reports and/or create an electronic “binder” for both – will offer faster access to reports on stocks/funds to portfolio managers

Establish a system to pull updates on stocks/funds for PMs similar to above with research reports, etc

Depending on the month – updating quarterly outside brokerage report

Adhere to all Bank Security/Compliance Regulations

Complete all annual bank security and compliance training

Maintain confidentiality of customer information at all times

Stay current on all compliance regulations required for the area and adhere to all associated guidelines

Participate in internal/external training as appropriate

Participate in community involvement/bank activities as appropriate

Perform all other duties as assigned

Qualification

Financial PlanningTrust AdministrationPortfolio ManagementMicrosoft Office SuiteAttention to DetailInterpersonal SkillsCommunication SkillsProblem SolvingOrganizational SkillsFlexibility

Required

Working towards an Associate's degree, or Bachelor's degree

Ability to work with minimal supervision

Ability to keep information confidential

Ability to represent the organization in a professional, positive manner

Ability to perform repetitive tasks with efficiency and attention to detail

Comfortable working with scanning equipment and computer storage systems

Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills

Enhanced ability and willingness to learn new programs, software and technology

Excellent interpersonal and communication skills

Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgment

Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment

Strong attention to detail with excellent follow up skills

Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)

Flexibility with hours in order to meet the demands of the department