Intern- Private Wealth

IQ-EQ

Intern- Private Wealth

Bedford, NH
Internship
Paid
  • Responsibilities

    Job Description

    • Provide support for Trust Accounting department activities:
    • Asset set-up and maintenance.
    • Posting of cash activities.
    • Monthly fee processing.
    • Internal audit program procedures.
    • Other ad-hoc projects as they arise.
    • Month-end account reconciliation:
    • Perform monthly reconciliations of trust accounting system on assets held away and other alternative assets (equities, private businesses, loans, real estate etc.).
    • Review and execute trustee duties within complex Trust structures:
    • Research Trust transactions with a team of Trust Accounting Analysts.
    • Research and resolve intricate scenarios that arise within Trust structures.
    • Support Trust Officers with client relationship management (CRM) system.
  • Qualifications

    Qualifications

    • Current Junior or Senior standing in college; Bachelor’s degree track in Business with emphasis in Accounting or Finance (prior to start date).
    • Interest in fiduciary accounting and the trust industry.
    • Strong computer / Excel skills and desire to master trust accounting system.
    • Strong communication skills (written and oral)
    • Strong organizational skills to be able to handle multiple projects at once.
    • High attention to detail
    • Self-starter: ability to deal with ambiguity, solve problems, set priorities and track/resolve issues.

    Additional Information

    This would be year-round internship opportunity, with increased hours during the summer. This role is an hourly position ($24/hour) and requires the ability to work onsite at our Bedford, New Hampshire location.