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Berkshire Bank · 1 month ago

Intern - BerkshireBanc Investment Services

Rutland, VT, 05701, United States

Internship

Onsite

Intern

Start in 2026 Spring

Berkshire Bank is an established financial institution, and they are seeking an Intern for their BerkshireBanc Investment Services department. This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs.

BankingFinancial Services

Responsibilities

Complete all forms correctly and submit them within one business day

Handle phone calls from clients, when appropriate; transfer calls to advisor, when required

Handle advisor needs proactively

Update CRM systems

Perform mail merge for mailings, as directed by advisor

Use COMMunity Link® to access Commonwealth resources, Morningstar®, etc

Use Commonwealth’s services efficiently

Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors

Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties

Qualification

MS Office SuiteAttention to detailOrganizational skillsRepetitive workFollow directionsFast-paced environment

Required

High school diploma

Prior office/clerical experience

High attention to detail

Demonstrated ability to work in fast-paced environment

Superior organizational skills

Sufficient patience to do repetitive work correctly

Ability to fill out forms exactly

Proficiency in MS Office Suite (e.g., Word, Excel)

Ability to follow directions exactly

Preferred

Associates or Bachelors degree in finance related area, a plus

Company

Berkshire Bank

Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).

Founded in 1846

Pittsfield, Massachusetts, USA

1001-5000 employees

http://berkshirebank.com/

Funding

Current Stage

Public Company

Total Funding

unknown

2000-07-20IPO

Leadership Team

Nitin Mhatre

President & CEO - Berkshire Hills Bancorp

Ashlee Picard Flores

Chief Compliance Officer

Recent News

Providence Business News

BankRI officially changing name to Beacon Bank following merger

2026-01-09

Morningstar.com

Beacon Financial Corporation Announces Fourth Quarter 2025 Earnings Release Date and Conference Call

2026-01-09

Providence Business News

BankRI launches 28th Giving Tree drive to deliver holiday gifts to children in need

2025-11-06

Company data provided by crunchbase