Family Office Intern

Employer
Ronald Blue Trust
Location
Alpharetta, Georgia
Salary
Paid
Closing date
Dec 4, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Internship
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Job Details

The Ronald Blue Trust internship is a nationwide, 8-week summer program that begins on June 6th, 2022. This program immerses college students in the financial services industry and our unique culture. It is designed to give students the opportunity to take what they are learning in the classroom and apply it to a professional work setting.

This position is designed for students in their junior or senior year in an undergraduate program or master’s program who desire to gain supervised practical experience in Financial Planning within our Family Office Division. 

The application window will close on Friday, November 12th.

Principal Accountabilities:

  • Assists in the development of presentations and reports as assigned
  • Provides general support to the team which may include such things database entry and maintenance, document management, scanning, filing, or other tasks as needed/assigned
  • Observes operational, business, and/or client meetings to gain insight into the inner workings of the different functional areas.
  • Evaluating process efficiencies and offering suggestions to make interactions easier for the client.
  • Contacting associated advisors (CPA, attorney, TPA, etc.) and/or client-related entities (insurance companies, plan sponsors, etc.) to gather information.
  • Seeks ways, through intern role, to actively contribute to and participate in the work of the Family Office Team
  • Training in company’s financial planning software and systems. Performing related calculations and analysis, when requested.
  • Actively working to increase knowledge of biblical financial principles and scripture memory verses to understand the Ronald Blue Trust approach to serving clients.
  • Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values
  • Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
  • Works on assigned project and creates presentation to be delivered at the end of internship assignment
  • Working on administrative tasks and projects as assigned.

Qualifications:

  • A strong interest in personal financial planning and wealth management
  • Basic knowledge of investment concepts (stocks, bonds, mutual funds, etc.)
  • Strong communication skills, both verbal and written
  • Aptitude and passion for learning new things quickly with a strong work ethic
  • Strong proficiency in Microsoft Office, including Word, Excel and PowerPoint
  • Proven technical, analytical, and problem-solving skills
  • Ability to handle confidential information with professionalism and maturity
  • Desire to serve others with excellence and humility
  • Capability to excel in a team environment
  • Good organizational skills, systems acumen and attention to detail
  • Ability to prioritize and complete multiple time-sensitive tasks
  • Proactive planning and responsiveness to urgent need
  • Demonstrated maturity in interpersonal interactions as well as flexibility and adaptability to changing needs

Education, Experience & Skills:

  • Strong academic performance and at least one semester remaining in undergraduate or graduate program after completion of internship
  • Actively enrolled students in their junior or senior year in an undergraduate or master’s program are preferred

Company

With nationwide capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With over $9.5 billion of assets under management and advisement and a network of 14 branch offices, we serve approximately 9,000 clients* in all 50 states through four distinct divisions and offer services across the wealth spectrum in these key areas: • Financial, retirement, and estate planning • Investment management and solutions • Charitable giving strategies • Personal trust and estate settlement services • Bill paying services • Family office services • Business consulting services • Institutional client services * As of 03/01/19 and subject to change.
Find Us
Telephone
770-280-6000
Location
1125 Sanctuary Parkway
Ste 500
Alpharetta
GA
30009
US

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