Intern | Wealth Management

WHO are we looking for?CAPTRUST is offering a paid Internship in our Boston, MA office that will provide exposure to the inner-workings of a wealth management firm. This position will learn about the different aspects of wealth planning and management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, assisting with client service, meeting preparation, projects, and administrative tasks.CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others:ResponsibilitiesJob Responsibilities: Assist on special projectsHelp team prepare for client meetingsSupport the client services and administrative teams as needed/requested QualificationsMinimum Qualifications:Actively pursuing undergraduate/graduate degree from an accredited institution, college, or universityPreferred majors: Accounting, Finance, Economics, Financial Planning or Taxation preferredSignificant interest in the workings of wealth management Desired Qualifications/Skills:Strong critical thinker and self-starterHigh-level proficiency in Word, Excel, PowerPoint, OutlookExcellent communication and writing skillsOrganized, detail-oriented and able to multitask with proven ability to plan and achieve resultsDemonstrate highest personal ethics and integrityAbility to maintain absolute confidentiality of informationTeam player, collaborative, able to work with and through others WHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range: $16/hour.WHERE will you be working?One Liberty Square, 13th Floor | Boston, MA 02109Due to the nature of the role, this is not a remote or work from home position.HOW do we build a world class organization one brick at a time?We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.Are you the next brick?To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivity EEO/Diversity Statement:At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.This position will remain open until filled.#internship