Administer fiduciary accounts as directed by governing documents * Tend to the daily needs and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Quick apply
Administer fiduciary accounts as directed by governing documents * Tend to the daily needs and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Quick apply
Administer fiduciary accounts as directed by governing documents * Tend to the daily needs and ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
$91K - $145K/yr
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Winchester, VA · On-site
$91K - $145K/yr
What you'll do: • Administer fiduciary accounts as directed by governing documents • Tend to ... Interns" award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity ...
Tacoma, WA · On-site
$85K - $120K/yr
Prepare and review fiduciary income tax returns (Form 1041) * Prepare estate tax returns and assist ... Train and mentor staff accountants and interns * Review workpapers and provide constructive ...
Quick apply
Tacoma, WA · On-site
$85K - $120K/yr
Prepare and review fiduciary income tax returns (Form 1041) * Prepare estate tax returns and assist ... Train and mentor staff accountants and interns * Review workpapers and provide constructive ...
ITSFD builds those systems-this internship is a chance to work on them directly. Background ... Within ITS, the Fiduciary Operations unit (ITSFD) is responsible for digital solutions that support ...
ITSFD builds those systems-this internship is a chance to work on them directly. Background ... Within ITS, the Fiduciary Operations unit (ITSFD) is responsible for digital solutions that support ...
ITSFD builds those systems-this internship is a chance to work on them directly. Background ... Within ITS, the Fiduciary Operations unit (ITSFD) is responsible for digital solutions that support ...
ITSFD builds those systems-this internship is a chance to work on them directly. Background ... Within ITS, the Fiduciary Operations unit (ITSFD) is responsible for digital solutions that support ...
Dallas, TX · On-site
$16.50 - $20.50/hr
Delivering guidance on investment selection, plan design optimization, and fiduciary best practices ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
Dallas, TX · On-site
$16.50 - $20.50/hr
Delivering guidance on investment selection, plan design optimization, and fiduciary best practices ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
Alexandria, LA · On-site
$70K - $85K/yr
Prepare complex tax returns including individual, fiduciary, employee benefit plan, nonprofit ... Train, mentor, and supervise staff and interns * Assist with tax administration projects and ...
Quick apply
Alexandria, LA · On-site
$70K - $85K/yr
Prepare complex tax returns including individual, fiduciary, employee benefit plan, nonprofit ... Train, mentor, and supervise staff and interns * Assist with tax administration projects and ...
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to ... Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
Reno, NV · On-site
$19.75 - $25.50/hr
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
Reno, NV · On-site
$19.75 - $25.50/hr
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial ... Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical ...
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
Naples, FL · On-site
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
Naples, FL · On-site
$51K - $68K/yr
Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating ... One year of work experience or relevant internship experience in an accounting role within a ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... The Manager understands and can advise others regarding the most complex fiduciary tax issues and ...
$106K - $139K/yr
... Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares ... The Manager understands and can advise others regarding the most complex fiduciary tax issues and ...
$8.65 - $9.86
2% of jobs
$9.86 - $11.06
4% of jobs
$11.06 - $12.26
14% of jobs
$12.72 is the 25th percentile. Wages below this are outliers.
$12.26 - $13.46
12% of jobs
$13.46 - $14.66
15% of jobs
The median wage is $14.84 / hr.
$14.66 - $15.87
18% of jobs
$17.03 is the 75th percentile. Wages above this are outliers.
$15.87 - $17.07
10% of jobs
$17.07 - $18.27
6% of jobs
$18.27 - $19.47
8% of jobs
$19.47 - $20.67
5% of jobs
$20.67 - $21.87
5% of jobs
$8
$15
$21
| Aspect | Internship Fiduciary | Financial Advisor |
|---|---|---|
| Credentials | Typically pursuing relevant certifications or degrees | Certified Financial Planner (CFP), Series 7/66 licenses |
| Work Environment | Internship setting, often in financial firms or institutions | Client-facing, advisory roles in financial planning firms or banks |
| Employer & Industry | Financial firms, investment companies, or banks | Financial planning firms, banks, independent advisory practices |
While both roles involve finance, an Internship Fiduciary is usually a student or trainee gaining experience under supervision, focusing on learning and supporting financial activities. A Financial Advisor is a licensed professional providing personalized financial advice to clients. The internship serves as a stepping stone toward becoming a licensed advisor, who actively manages client portfolios and offers financial planning services.
Cities with the most Internship Fiduciary job openings:
The most popular types of Fiduciary jobs are:
States with the most job openings for Internship Fiduciary jobs include:
The top searched job categories for Internship Fiduciary jobs are:

Full-time
Medical, Dental, Vision, Life, PTO
Re-posted 7 days ago
Position Purpose: Responsible for performing client service and administration for an assigned group of trust and investment management clients in a fast-paced corporate fiduciary environment as part of a successful and growing wealth management team. This is a professional role that includes contribution to growth, profitability, operational efficiency, and best-in-class fiduciary service.
What you’ll do:
• Administer fiduciary accounts as directed by governing documents
• Tend to the daily needs and demands of trust and investment clients and beneficiaries.
• Manage tax impacts of investment activities.
• Prepare distribution requests
• Maintain and apply basic knowledge of income tax and wealth transfer tax systems
• Prepare for and participate in Trust Committee meetings
• Work tactfully and professionally with account owners, beneficiaries, and other clients
• Perform annual regulatory reviews
• Open and close accounts
• Prepare requests for investment transfers or trades
• Prepare and submit court accountings, as required
• Work directly with investment advisors to carry out investment objectives
• Attend client calls and meetings
• Interface with securities operations and investment personnel
• Coordinate bill payment
• Prepare system reports of financial information;
• Assist with regulatory audits
• Calculate and collect management fees following approved fee schedules
Where you’ll shine:
• Superior verbal and written communication skills
• 10+ years of experience in the administration of personal trusts
• Minimum bachelor’s degree with JD and/or CTFA preferred
• Accuracy and transparency
• Proficiency with trust accounting principles
• Careful reading skills
• Strong attention to detail while maintaining timeliness and efficiency
• Adherence to policies, procedures, and regulations
• High degree of privacy and confidentiality
• Willingness to work in a team environment with a helpful attitude
• Other duties in the Trust Department, as assigned
Where we shine:
• Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off.
• Supporting associates and their families; we embrace the importance of caring for oneself and our families.
• Surrounding ourselves with smart, driven, and diverse individuals.
• Valuing integrity, commitment regarding our daily duties, and the Bank as a whole.
• Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value.
• Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future
economy and business value.
• Bank of Clarke is “Great Place to Work” Certified through June 2025.
• “Top Virginia Employer for Interns” award recipient (2023, 2024, 2025, 2026) through Virginia Talent and Opportunity
Partnership (V-TOP.)
Working Conditions:
The individual will be required to be available after normal working hours. Business travel may be necessary to meet with vendors and attend training opportunities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
EEO M/F/V/D
PIc8b9b0d77368-25405-40763324
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Berryville, VA, US
1881