Summer Trust Advisor Intern

Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

No Busy Work Here. As An Intern, You’ll Be Treated Just Like Our Entry Level Staff. You’ll Dive In With Hands-on Experience And Substantial Scope To Drive The Wealth And Profitability Of Key Clients. You’ll Identify What You’re Interested In While Collaborating With Staff At All Levels Of The Firm And Welcoming High-net-worth Individuals And Families Into Your Client Repertoire. Your Work Will Include, But Not Be Limited To

• Gaining an overview of the process of trust administration.
• Getting hands on experience with various types of trusts: revocable, irrevocable, grantor, charitable, and life insurance trusts.
• Understanding fiduciary accounting and a trust accounting system.
• Facilitating account opening/closing process.
• Performing and monitoring most aspects of daily trust administration for Trusts Officer’s book of business.
• Preparing receipts and disbursements.
• Researching trust terms unique to each relationship and governing document.
• Assisting in the process of estate settlement.
• Contributing to team projects.

• Detail-oriented leader with problem solving, strong analytical and communication (written and verbal) skills.
• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
• Optional:
  Pursuing a JD
• Academic success (a minimum cumulative GPA of 3.0).
• Agreement to work towards obtaining the CTFA designation.
• Experience at a brokerage, financial planning firm/practice or money management firm is preferred but not required.

This is a non-exempt position and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s "100 Best Companies to Work For", and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.

We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize -…