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Trust Advisor - Intern
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- Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance.
- You'll dive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients.
- Gaining an overview of the process of trust administration.
- Performing and monitoring most aspects of daily trust administration for Trusts Officer's book of business.
- Agreement to work towards obtaining the CTFA designation.
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