Wealth Management Intern
- Employer
- Busey
- Location
- Urbana, IL
- Salary
- Open
- Posted
- Aug 18, 2024
- Closes
- Sep 19, 2024
- Ref
- JR100442
- Specialty
- Treasury and Wealth Management
- Type
- Part Time
Position Summary
As a Busey Wealth Management Intern you will receive a comprehensive learning and professional experience in the Wealth Management space. Our program tasks students with projects that stem across a variety of Wealth disciplines from Wealth Advisory, Private Client, Financial Planning, Tax and Estate Planning, Private Client and more. Exclusive mentorship, professional development, and continued learning will elevate this internship and help solidify what you learn in the classroom.
Duties & Responsibilities
1. Assist with various client-related tasks and support the wealth management team in daily operations.
2. Participate in research and analysis to aid in the completion of assigned functions.
3. Collaborate with team members on special projects and contribute to the office's overall efficiency.
Education & Experience
Knowledge of:
Ability to:
Education and Training:
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
As a Busey Wealth Management Intern you will receive a comprehensive learning and professional experience in the Wealth Management space. Our program tasks students with projects that stem across a variety of Wealth disciplines from Wealth Advisory, Private Client, Financial Planning, Tax and Estate Planning, Private Client and more. Exclusive mentorship, professional development, and continued learning will elevate this internship and help solidify what you learn in the classroom.
Duties & Responsibilities
1. Assist with various client-related tasks and support the wealth management team in daily operations.
2. Participate in research and analysis to aid in the completion of assigned functions.
3. Collaborate with team members on special projects and contribute to the office's overall efficiency.
Education & Experience
Knowledge of:
- Analytical skills and attention to detail
- Strong organizational skills
- Strong oral and written communication skills
Ability to:
- Contribute individually and/or as a team member to support a designated functional area
- Assist towards goals and objectives assigned by manager
- Proactive approach to challenge that arise
- Prioritize requests and understand deadline commitments
Education and Training:
- Currently enrolled in undergraduate studies with a concentration in Business, Finance, or related field.
- Requires knowledge of Microsoft Office.
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.