Undergrad Intern – Fiduciary Trust Data Production & Document Management

Franklin Templeton

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profile Job Location:

St. Petersburg, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise thats both broad and unique. And our welcoming respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

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

2026 Undergraduate Summer Intern Job Posting

Department Title: Undergrad Intern Data Production & Document Management

Please read before applying:

Start Date: All interns must start in office and in person on June 8 2026.

Anticipated End Date: August 14 2026 All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back.

Position Summary:

The Mail & Document Processing team is responsible for maintaining and safeguarding documentation across all company offices. Our work supports nearly every department and includes essential services such as mail processing document digitization and archival management. The team also provides specialized operational support including check printing and mailing for the Cash Settlements group.

This is an especially dynamic time to join the Mail & Document Processing team. The company is actively reviewing the checkprinting process as part of a broader effort to reduce reliance on physical checks which carry a higher risk of errors and fraud.

The internship will center on evaluating the current checkprinting workflow and related materials to help design a more secure efficient process that strengthens the client experience. As part of this initiative the intern will also partner with the Marketing team to develop clientfacing communications aimed at promoting the transition to more secure and efficient ACH payment methods.

Team Culture:

Our team is one of the few that operates 100% in-office creating a unique opportunity for interns to experience real-time collaboration and build strong professional relationships. Interns are expected to be physically present every day which allows for hands-on learning and immediate support from experienced team members.

Why in-office work benefits you:

  • Direct Mentorship: Get immediate feedback and guidance from seasoned professionals.
  • Networking Opportunities: Build meaningful connections with colleagues across departments.
  • Faster Learning Curve: Access resources and answers quickly without waiting for virtual responses.
  • Team Integration: Participate in daily huddles and collaborative problem-solving sessions that strengthen your understanding of business processes.
  • Professional Presence: Develop workplace etiquette and communication skills that are essential for future roles.

What makes our culture stand out:

  • Collaborative Environment: Daily huddles where your ideas and input are valued.
  • Supportive Team: A positive atmosphere where team members encourage and assist one another.
  • Cross-Department Exposure: Work closely with multiple teams gaining insight into different business functions.
  • Real-Time Problem Solving: Use tools like Microsoft Teams for quick communication and join meetings for deeper discussions.

An intern in this department can expect to learn:

During this internship you will develop key skills including:

  • Project Management: Supporting the planning and execution of crossdepartment initiatives.
  • Analytical Thinking: Reviewing workflows and identifying improvement opportunities.
  • Communication and Collaboration: Engaging with crossfunctional teams to implement solutions and share best practices.
  • Marketing: Understanding the voice of the employee and the voice of the client to craft communications that matter and get people to adopt / adapt to change

Key Responsibilities Can Include:

Key Responsibilities:

  • Conduct a comprehensive review of the current checkprinting workflow to identify and document opportunities for efficiency gains and process improvements across batching printing attachment management and mailing.
  • Identify root causes of attachment mis-sequencing and design targeted controls to prevent recurrence.
  • Review all existing documents that accompany check payments to determine what is required optional or redundant.
  • Partner with the Marketing team to craft a clear compelling communication that highlights the increased efficiency and enhanced security of ACH payments encouraging clients to transition to this payment method.
  • Develop an easy way for clients to provide ACH information

Ideal Qualifications:

  • Ability to manage tasks meet deadlines and contribute to multidepartment initiatives.
  • Strong analytical and problemsolving abilities.
  • Excellent verbal and written communication skills with the ability to clearly present findings and recommendations.
  • Familiarity with process mapping and workflow analysis.
  • Strong attention to detail especially when reviewing documents processes or sequencing workflows.
  • Proficiency in Microsoft Office especially Excel Word and PowerPoint.

Ready to make movesApply today!

Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.

Due to the high volume of applications we receive we may not be able to respond to each applicant individually. If youre interested in more than one internship we encourage you to apply to all positions that align with your interests.

This is a full-time internship where students will work approximately 37.5 (dependent on state/location) hours per week and earn competitive hourly pay of $24 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location job-related 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.

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

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

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the 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 accommodation requests will receive a response.


Required Experience:

Intern

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Talented te...
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Key Skills

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