Job Description
We are seeking Interns to work and learn at Moneta. The 2024 summer internship is a 9 week paid program starting June 10th and ending on August 9th with the opportunity to go part time during the school year.
As a legal intern, you will work with either the estate planning team or an internal client team to conduct legal research projects, review and summarize relevant estate and business documents, shadow client and advisor meetings, and review gift and estate tax returns. In addition, you will draft client facing and internal training materials on estate planning techniques. Applicants should have strong verbal and written communication skills with an interest in estate planning. The successful applicant will enjoy working in a dynamic, fast-paced environment. Your internship will be filled with opportunities for professional development, mentorship, and the chance to apply coursework to real-world experiences. The exposure to and education pertaining to estate planning provided by this internship will be advantageous to you as you develop your career.
Essential Job Functions for the Internship will include :
Qualifications
Additional Information
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.