Trust Intern

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.

Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .

Our Corporate office is seeking a Trust Intern to join our team in Sioux Falls SD. This is a summer internship expected to last approximately May to August. This summer internship offers an excellent opportunity to gain hands-on experience in trust administration within the financial services industry. As a Trust Intern you will work closely with our Director of Trust Administration Trust Officers and Trust Associates supporting day-to-day operations process improvement initiatives and data integrity projects. Throughout the internship you will gain exposure to trust-related legal financial compliance and tax concepts learn to navigate multiple software platforms including Salesforce SEI Wealth Platform WealthHub and develop analytical skills through client file reorganization and legal research. Youll also participate in team meetings and shadow various team members. This is an onsite work opportunity. Were specifically seeking candidates who reside in the Sioux Falls SD area

In the spirit of pay transparency we are excited to share the hourly rate for this position is $21 per hour.

Primary Job Functions

Office Support

• Assist in back-office tasks such as mail filing and data entry.
• Intern will receive real-world experience in the trust industry.

Team Support

• Attend and participate in Trust company meetings.
• Participate in process improvement discussions with team.
• Support team with legal research and report back on findings.
• Intern will have the opportunity to shadow various members of the team including Trust Officers and Trust Associates.
• Intern will receive exposure to trust-related legal financial compliance and tax concepts.

Data Integrity Projects

• Assist with client file reorganization and data integrity efforts related to the integration of recently acquired trust accounts.
• Intern will gain practical experience with software platforms (Salesforce SEI Wealth Platform WealthHub Laserfiche).

Education/Qualifications

• Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
• Preferably pursuing bachelors degree in finance accounting or economics.
• Preferably students between their junior and senior years.
• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization.
• Detail oriented highly organized and adaptable.
• Proficient with Microsoft Office Suite or related software.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38700.00 to$ 54200.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-KH1

#LI-Onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. As an intern you may participate in the following benefits & development opportunities:

• Training and professional development

• Wellness programs and resources

• Workers compensation employer paid

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.