Isabella Bank · 22 hours ago
Wealth Intern
Mount Pleasant, Michigan, United States
Internship
Onsite
InternIsabella Bank is seeking a Wealth Intern to work with their experienced team of wealth professionals. The intern will participate in various projects to learn the different functions of a trust department and gain an overall understanding of the industry.
AgricultureFinancial ServicesInsuranceReal Estate
Responsibilities
Clerical tasks
Data entry
Scan and file documents
Prepares correspondence and client reports
Complete department mailings
Attend client meetings
Shadow various members of the team
Assist with client outreach and events
Other duties as assigned
Qualification
Required
current Junior or Senior pursuing a Bachelor's Degree in Finance or Accounting
College student with junior or senior status pursuing a Bachelor's degree in Finance, Accounting, or Business
Excellent attention to detail
Proficient in Microsoft Word and Excel
Effectively work as a team member and independently
Preferred
Business or office experience preferred
Company
Isabella Bank
Isabella Bank is a financial services company that provides online, mobile, text, and community banking to each of its communities.
Founded in 1903
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$30M2021-06-17Debt Financing· $30M
Leadership Team
Gerald Ritzert
Chief Financial Officer
Jerome Schwind
President & Chief Operating Officer
Recent News
MarketScreener
2026-01-06
2026-01-05
2025-10-10
Company data provided by crunchbase