Trust Point Inc. ยท 1 month ago
Intern - Family Office
Minneapolis, MN
Internship
Onsite
Intern
Start in 2026 WinterTrust Point Inc. is a well-established financial services company that has been delivering trusted services for over 100 years. They are seeking a motivated intern to gain hands-on experience within their Family Office team, assisting with various tasks and projects to support the department's operations.
Financial Services
Responsibilities
Assist with onboarding new accounts and ensuring documentation accuracy
Prepare reports, presentations, and client-ready materials
Upload, organize, and maintain important client files
Research account questions and help identify solutions
Support compliance by following policies and addressing risk-related items
Participate in special projects and help refine processes
Qualification
Required
Currently pursuing a Bachelor's Degree in Business, Accounting, Finance, or related field
Proficient in Microsoft Outlook, Excel, and Word
Strong organizational and communication skills
Detail-oriented with a commitment to accuracy
Company
Trust Point Inc.
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services.
Founded in 1913
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Bosch
President & CEO
Luke Raymer
Chief Technology Officer
Company data provided by crunchbase