Personal Trust Internship - Capital First Trust Company

Personal Trust Intern

Provides day-to-day administrative support for Capital First Trust Company's (CFTC) team of trust professionals while gaining an understanding of the organization and the industry.

Role Responsibilities

• Assist with recurring Trustee Fee analysis
• Research Medicaid requirements for Special Needs Trusts throughout CFTC's footprint and create reference guide.
• Assist Trust Officers and Trust Administrators with various administrative tasks and projects including, but not limited to:
  • Perform tasks related to annual Trust Account Reviews.
  • Data entry projects.
  • Filing and archiving for the trust department, including electronic filing.
  • Conduct clerical duties; faxing, scanning, data entry, sorting and delivering incoming mail, assist with outgoing mail and shipments.
  • Answer incoming calls and route them to the appropriate individuals as a back-up to the front desk receptionist.
• Meet with a committed manager on an individual basis at least once a week.
• Shadow various professionals and sit in on department meetings.

Competencies

Communication Skills

• Use professional oral and written skills to project a positive image of the Company.
• Interact professionally with clients, vendors, and associates at all times.
• Possess excellent verbal, written and interpersonal communication skills.
• Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

• Prior knowledge of general office equipment such as a computer, fax, photocopier, scanner, telephone preferred, but not required.
• Working knowledge of Microsoft Office Suite of applications and ability to learn trust accounting software.
• Ability to understand/learn basic fiduciary and trust administration concepts.
• Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

• Good time management skills.
• Professional demeanor and detail-oriented.

Judgment

• Capacity to maintain confidential information.
• Demonstrate basic knowledge of the business and the Company.
• Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
• Swiftly refer problems/issues to the appropriate person(s) when necessary.
• Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

• Currently enrolled in a four-year college or university and pursuing at least a Bachelor's degree in Social Work, Public Health, or related fields. Recent graduates are also welcome.
• Must have completed sophomore year, preference will be given to those closer to graduation.
• Minimum overall cumulative GPA of 3.0.
• Ability to acquire knowledge of the Trust Administration business.
• Must be available minimum of 20 hours a week for a duration of 10-12 weeks.
• Courteous and positive attitude.
• Maintain regular and reliable attendance.
• Pre-employment background check required.
• Must be authorized to work in the United States

Eligible for academic credit. Housing / relocation expenses will not be covered.