Intern bei ArchBridge Family Office

Description

PROBLEM SOLVERS WANTED | Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels. 

WHO ARE WE | ArchBridge Family Office (formerly The St. Louis Trust Company) is a multi-family office and trust company that serves multi-generational families with complex wealth. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we. 

ARCHBRIDGE FAMILY OFFICE is seeking internship candidates to join our team. The role can be a part-time job during the school year with hours that are flexible with class schedules and/or a full-time position during the summer. This is a great opportunity for students to gain exposure to the wealth management industry and working in a professional office setting. Responsibilities will vary based on office needs and may include office administrative work, project work, client team support and supporting company-wide initiatives.  

YOU SHOULD APPLY IF YOU:

• Plan to live in St. Louis, Missouri during the school year or summer 
• Are interested in part-time work during the school year that is flexible with your class schedule
• Are seeking full-time work during the summer
• Like problem solving and enjoy learning new skills through research, reading, and experience
• Enjoy working with people in a team construct to accomplish goals
• Are interested in exploring the financial industry
• Have an aptitude for and/or interest in business, finance/wealth management, relationship management, data, customer service and/or the stock market 
• Like numbers or puzzles

Requirements

DESIRED QUALIFICATIONS AND CORE EXPECTATIONS:

• Undergraduate business student or Graduate level business or law student with accounting or finance emphasis
• Advanced Excel skills
• Experience with SharePoint and/or Salesforce CRM considered a plus
• Exhibit well-developed analytical skills/problem-solving ability 
• Display excellent organizational skills with high attention to detail 
• Able to work independently and manage time effectively
• Dependable with a strong work ethic
• Maintain absolute confidentiality 
• Curios/eager to learn 
• Build relationships with team members and other colleagues
• Strong communication skills (provide status updates, project progress, ask questions)

RESPONSIBILITIES MAY INCLUDE:

Client Team Support

• Provide project support for client service, investment and/or operations teams
• Prepare/update spreadsheets that summarize client financial data such as cash flows or tax information
• Verify accuracy of reports produced by others – compare information to source documents, foot and check formulas
• Organize client information – hard copy and/or electronic documents
• Conduct investment/financial research with direction

Office Support

• Scanning and filing
• Serve as a back-up to the front desk/reception area (greet visitors, answer/transfer incoming calls)
• Pick up / sort mail
• Assemble reports and packages for delivery to clients and/or prospects
• Restock office/café supplies

Projects  

• Assist with projects which may include exposure to intranet management, database administration, AI, investment analysis, and/or general operations
• Perform a full spectrum of tasks, ranging from simple/repetitive to complex/challenging
• Interest in working in and learning a performance reporting platform (such as Addepar, Black Diamond, Orion, Tamarac)

OTHER CONSIDERATIONS:

• Must provide own transportation to Clayton, MO (paid parking is provided)
• Flexible hours adjustable for class schedule/school demands (prefer 8-10 hours/week during school year)
• Full time summer hours may be available (standard office hours Monday - Friday, 8:00am - 5:00pm)