Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Description
Summary
The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of initiatives and projects while gaining robust knowledge on the subjects covered. Responsibilities may include, but are not limited to, reviewing the wealth management division’s digital marketing strategy, partnering with financial advisors to assist in automating certain client communications, data entry and document preparation for personal and business financial plans, and hands on learning about becoming a professional financial advisor.
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Requirements
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Essential Mental & Physical Requirements
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
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