What are the responsibilities and job description for the Family Wealth Intern position at Pitcairn Trust Company, LLC?
Job Description
Job Description
Since 1923, Pitcairn has been a leading family office, helping many of America’s most successful families protect and grow their wealth, and build legacies that span generations. Because of our uniquely integrated approach to wealth, our clients have lived—and thrived—through ever- changing market conditions and generational shifts. They value expert, unbiased advice, and are seeking chemistry and a true partnership with their trusted advisor that is critical to their future success. Our consistent delivery of an exceptional client experience – “The Pitcairn Experience” – is
dependent on this.
PRIMARY FUNCTION
The Family Wealth Management Intern will gain industry and organizational knowledge through project-based learning and business interactions. This role will provide exposure to financial planning in the multifamily office and wealth management business, products, services, and client’s needs.
RESPONSIBILITIES :
Mirror the day-to-day of client facing Relationship Managers and Family Wealth Analysts / Associates.
Observe the management and servicing of client accounts, including bill pay, CFO Services (Accounts Payable and Accounts Receivable), Estate Planning, Tax Preparation (Individual and Trusts), Insurance, etc.
Assist Family Wealth Analysts / Associates with daily preparation and review of client performance reports.
Perform annual review of accounts, IPS, and preparation of reports in Wealthscape & Tamarac CRM.
EDUCATION / EXPERIENCE :
Bachelor’s student in finance program, preferably with a focus in financial planning or investments.
CERTIFICATIONS / LICENSES
None required.
DESIRABLE ATTRIBUTES :
Professional image, personable, articulate, and excellent communication skills. Self-motivated with a sense of urgency to learn. A general knowledge of the financial market and an interest in financial planning. Detail / deadline-oriented and ability to multi-task. Ability to work both as an individual and as a member of the team.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
