IQ-EQ ยท 15 hours ago
Intern - Private Wealth
IQ-EQ is a leading Investor Services group offering comprehensive services in administration and compliance for the investment sector worldwide. They are seeking an Intern for the Private Wealth division to provide support in Trust Accounting activities, including asset maintenance, fee processing, and account reconciliation.
AccountingFinanceFinancial ServicesReal EstateWealth Management
Responsibilities
Provide support for Trust Accounting department activities:
Asset set-up and maintenance
Posting of cash activities
Monthly fee processing
Internal audit program procedures
Other ad-hoc projects as they arise
Month-end account reconciliation:
Perform monthly reconciliations of trust accounting system on assets held away and other alternative assets (equities, private businesses, loans, real estate etc.)
Review and execute trustee duties within complex Trust structures:
Research Trust transactions with a team of Trust Accounting Analysts
Research and resolve intricate scenarios that arise within Trust structures
Support Trust Officers with client relationship management (CRM) system
Qualification
Required
Current Junior or Senior standing in college; Bachelor's degree track in Business with emphasis in Accounting or Finance (prior to start date)
Interest in fiduciary accounting and the trust industry
Strong computer / Excel skills and desire to master trust accounting system
Strong communication skills (written and oral)
Strong organizational skills to be able to handle multiple projects at once
High attention to detail
Self-starter: ability to deal with ambiguity, solve problems, set priorities and track/resolve issues
Company
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
H1B Sponsorship
IQ-EQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2015-09-11Acquired
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