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Trust Advisor Intern — Finance Insight & CTFA Pathway

Listing for: UEC
Apprenticeship/Internship position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 41000 - 58000 USD Yearly USD 41000.00 58000.00 YEAR

Job Description & How to Apply Below

UEC in Grand Rapids invites you to gain hands-on experience in trust administration, covering revocable, irrevocable, grantor, charitable, and life insurance trusts. You will learn fiduciary accounting and assist in opening and closing accounts.

You will perform daily trust administration tasks, prepare receipts and disbursements, research trust terms, and contribute to team projects while pursuing a finance-related degree and CTFA designation.

The Trust Advisor Intern — Finance Insight & CTFA Pathway position in the Finance, Consulting field is open for applications.

For the Trust Advisor Intern — Finance Insight & CTFA Pathway position at UEC, we are reviewing applications now.

Step into the Trust Advisor Intern — Finance Insight & CTFA Pathway role at UEC in Grand Rapids, MI, United States and grow with us.

Please review the full job details above before applying.

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