Ephrata National Bank · 9 hours ago
Fiduciary Services Intern
Wealth Solutions Building, Ephrata, PA, US
Internship
Onsite
Intern
$15/hr - $19/hrEphrata National Bank is seeking a Fiduciary Services Intern to provide support to the Fiduciary Services team. The intern will engage in various work assignments and projects designed to gain knowledge and skills necessary for a professional level in the financial services industry.
BankingFinancial ServicesInsurance
Responsibilities
Work with Business Development Manager to engage existing WS clients to schedule an estate plan and Will review
Gain exposure to the financial planning software by entering data and analyzing output
Review current retirement plans and assist with investment reviews, enrollment/education meetings, benchmarking analysis and adding them into the fiduciary review software
Build and run special reports in trust accounting system, assist with coding and adding legal documents to each open account
Undertakes a professional internship designed to provide on-the-job training and experience
Engages in various work assignments, projects, and activities of varying complexity, structured to enable the intern to gain exposure to the financial services industry and obtain applicable professional experience
Provides entry- to intermediate-level professional services, under supervision of professional staff and/or faculty personnel, as appropriate to the day-to-day operating objectives of the unit
Undertakes and/or participates in projects and programs within the department that are designed to develop professional skills and expertise appropriate to the needs of the organization
Interacts directly with colleagues, clientele, and/or other internal or external constituencies in the planning of assignments and the resolution of day-to-day operational problems
Receives guidance, training, and mentoring from professional personnel in planning and carrying out activities and assignments
As appropriate to the position and as specified by unit management, conducts original research and prepares reports based on findings, to include recommendations or alternative proposals for action
May undertake related studies or enrichment programs as appropriate to the specific objectives of the operating unit
Performs miscellaneous job-related duties as assigned
Qualification
Required
Finance, Business Administration, Accounting, Business Development/Sales, or in another comparable field of study is highly desirable
Verbal and written communication capability
Ability to organize work, schedule time and work with a team or independently
Ability to work within a professional environment
Ability to work with confidentiality information
Company
Ephrata National Bank
Ephrata National Bank is an independent community bank that provides personal and business banking services.
Founded in 1881
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$20M2021-01-07Debt Financing· $20M
Leadership Team
J
Jeffrey Stauffer
President & CEO
Recent News
GlobalFinTechSeries
2022-04-20
Company data provided by crunchbase