Arrow Financial Corporation · 2 months ago
Wealth Management Intern
Glens Falls, NY
Internship
Onsite
Intern
$20/hr - $20/hrArrow Financial Corporation is seeking motivated and ambitious college students for their Summer 2026 Internship Program. The Wealth Management internship will provide valuable exposure to the operational side of wealth management, focusing on enhancing internal workflows and supporting financial education efforts.
FinanceProperty & Casualty InsuranceFinancial ServicesInsurance
Responsibilities
Prepare and file Form 5500 extensions, which are requests for additional time to file annual report for employee benefit plans, such as 401(k)s
Update and maintain participant records in the record keeping system, collaborating with team members to convert our record keeping platform
Digitize and organize plan documentation, prepare client reports on plan performance and participation
Gather document requests for 401(k) plan audits
Attend and participate in team meetings to understand planning and decision-making processes, gain insights into team dynamics and exposure to various Wealth Management functions and organizational processes
Attend a continuing education event, branch visit, and participate in a community service opportunity to promote corporate social responsibility
Attend weekly meetings to collaborate with interns from other departments within the company to share knowledge, build power skills, and share experiences in the program
Participate in presentation at conclusion of program, showcasing your learning and contributions to the Executive Leadership team
Qualification
Required
College students who are eager to learn and take initiative in a professional setting with a GPA of 3.0 or higher pursuing a degree in Accounting, Finance, or a related field
Proficiency in Microsoft Office applications such as Word, Outlook, and Excel (Pivot Tables, VLOOKUP, and Data Analysis) and ability to effectively learn and utilize department specific systems and software
Excellent organizational and time-management skills, with the ability to take initiative and prioritize multiple tasks and projects; consistently meet established deadlines
Excellent written and verbal communication skills, with the ability to communicate confidentially, clearly, professionally, and confidently with internal partners, management, and other stakeholders
Ability to remain in a stationary position, often standing or sitting, for prolonged periods of time
Ability to repetitively use a telephone, computer mouse, and keyboard for extended durations
Ability to lift and/or move up to 15 pounds
Work is performed primarily in a professional office environment
Benefits
Real World Experience – Work on meaningful projects that will impact our business
Professional Development – Enhance your technical, power, and leadership skills
Mentorship & Networking – Connect with experienced professionals and organizational leaders
Community Involvement – Participate in volunteer opportunities and company-sponsored events that support local organizations
Career Growth – Potential for future employment opportunities with Arrow Financial Corporation
Company
Arrow Financial Corporation
Arrow Financial is a bank holding company that provides financial services focused on serving individuals and businesses.
Founded in 1851
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1980-08-15IPO
Leadership Team
David DeMarco
President and CEO
Penko Ivanov
SEVP, CFO & Treasurer
Recent News
2026-02-28
2025-12-05
Company data provided by crunchbase