Wealth Management Intern

Overview

WHO are we looking for? 

CAPTRUST is offering a paid internship in our Green (Uniontown), Ohio office. Interns have a manager that directs daily work, assists with departmental initiatives and special projects.  Interns will provide general support for their specific department for a variety of day-to-day and analytical tasks. CAPTRUST Interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Completion of an internship may lead to, but does not guarantee, future full-time employment.

Responsibilities

• Assist in research of funds and investment options
• Assist with printing, binding client reviews
• Assist on various CAPTRUST projects
• Compile information/internal reports for wealth and institutional clients
• May work in the following departments based on need:
  • Research
  • Marketing
  • Finance
  • Client Services

Qualifications

Minimum Qualifications:

• Actively pursuing four-year college degree - rising junior or senior - (preferred) Business Administration, Statistics, Economics, Finance
• Prior experience preferred; previous experience in the investment industry is a plus

Desired Qualifications/Skills:

• Strong proficiency in Microsoft Office, especially Microsoft Excel

• Exceptional oral and written communications skills

• Organized Analytical Skills

• Problem Solving

• Multitasking

• Communication Skills

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. 

WHERE will you be working?

1640 Corporate Woods Cr., Uniontown, OH 44685

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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 relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity 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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.