CAPTRUST is offering a paid internship in our Folsom, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Wealth Client Service Manager. This will be a full-time position between July and September with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:
Responsibilities
Assist with answer phones and greeting clients
Learn CAPTRUST CRM systems and help with file clean up
Support client services and administrative teams as need
Assist in internal research and client specific research projects
Qualifications
Minimum Qualifications:
Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
Any school of business majors (Finance, Accounting, Economics preferred)
Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
Desired Qualifications/Skills:
Strong self-starter
High-level proficiency in Microsoft Office suite programs
Excellent communication and client service skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate high work ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to prioritize tasks and to manage multiple reporting relationships
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 is $17.00-$24.00 per hour.
WHERE will you be working?
1130 Iron Point Road | Folsom, CA 95630
Due 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 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. #internship
Seniority level
Internship
Employment type
Internship
Job function
Analyst, Finance, and Consulting
Industries
Financial Services, Investment Banking, and Investment Management
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