At Franklin Templeton were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients achievements.

Come join us in delivering better outcomes for our clients around the world!

Department Title: Undergrad Intern Data Production & Document Management

Location: The intern candidate must be able to commute into the St. Petersburg FL office on a daily basis.

Position Summary:

The Document Management team warehouses and maintains the documentation from all of the offices that are a part of the company. Virtually every department is dependent in some way on the services the Document Management group provides which include mail processing document digitizing and archiving. In addition the team provides tax document support to the Tax Services teams check printing and mailing for the Cash Settlements group Historical Statement pulls for the Front Office and Medalion Stamp Certification service for the Custody and Onboarding groups.

Now is a particularly exciting time to be a member of the Document Management team. The company is in the process of retiring our current imaging system (Global Inquiry) and is onboarding a completely new imaging program. Interns will have the opportunity to contribute to creating and shaping training materials as well as procedures that will be applied companywide for years to come.

The Document Management team has several upcoming initiatives including which will have a longterm impact on the team and company:

• Onboarding additional offices and the migration of their documents to the new imaging system.
• Integrating the Virgo retention citation database to work with our physical and digital document repositories.
• Developing a custom electronic ticketing system to accommodate the numerous requests fielded by the Document Management team.

Team Culture:

• Our team is 100 inoffice one of the few if not the only team with that distinction. Interns are needed to be physically present in the office every day of the work week. Our consistent presence helps foster a collegial and humorous working atmosphere.
• Supportive environment. Team members are always willing to assist and encourage one another.
• We have a daily huddle where tasks and projects are discussed. Collaboration and input are welcome.
• As the teams tasks reach across various departments we are in constant contact with other team members to discuss issues and provide suggestions for workflow improvements. We reach out in Teams for real time solutions and often schedule meetings if issues require greater discussion.

A Data Production & Document Management Intern can expect to learn:

• A greater familiarity with document retentions and related citations.
• Elements of project management from their exposure of ongoing initiatives
• Procedure creation and testing
• Aspects of database management
• Customer service skills
• Meeting management skills

Key Responsibilities Can Include:

• Hardcopy Document Auditing
• Imaged Documents Index Change Requests
• Tax Document Processing
• Original Trust Document Processing
• Procedure Review and Creation
• Training Guide Enhancement
• Daily mail processing reconciliation and research
• Document Imaging
• Document Warehouse and Retention Projects
• Provide support to other teams with client mailings and proxy processing
• Daily mail processing and reconciliation

Ideal Qualifications:

• Strong analytical skills with a keen eye for details
• Adept at using Microsoft Suite applications
• Ability to move from one task to another smoothly as priorities change
• Strong analytical skills
• Comfort with databases data manipulation and dashboards
• Ability to communicate effectively both verbally and in writing with a diverse range of business partners located around the globe

Ready to make movesApply today!

When applying please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.

Due to the large volume of applications anticipated we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship please apply for other internships that pique your interest.

Compensation Range:This is a fulltime internship where students will work approximately 37.5 hours per week and earn competitive hourly pay of $24 USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location jobrelated knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

What makes Franklin Templeton unique

We believe that being a good corporate citizen is good business. To us corporate citizenship means being accountable serving our clients being an employer of choice managing our environmental impact andsupporting our communities. An emphasis on corporate citizenship is embedded in ourculture and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience Exposure and Education to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company career opportunities and recruitment process.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions please send an email to . In your email please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Experience our welcoming culture and reach your professional and personal potential!