Wealth Management Intern

Description The Wealth Management Intern will support CNB Wealth Management's Center for Excellence (CFE) initiative. The Center for Excellence serves as an internal resource hub located on the Wealth Management Page of the company intranet. The intern will assist with development of training resources and client deliverable templates, with a primary focus on Risk Management and Cash Flow planning materials. Key Responsibilities

• Develop training materials and client deliverable templates to enhance the Wealth Management CFE intranet resource page.
• Develop new content focused on Risk Management and Cash Flow planning topics
• Assist with organizing and uploading training modules and resources to the intranet.
• Ensure materials align with CNB Wealth Management's client service standards and best practices.
• Collaborate with Wealth Management leadership to ensure accuracy and usability of materials.
• Provide general administrative support to the Wealth Management Department as needed.

Qualifications Required:

• Currently pursuing a degree in Finance, Business, Accounting, Economics, or related field

Preferred:

• Interest in wealth management, financial planning, or banking.

Requirements Skills Strong organizational and project management skills Excellent written and verbal communication skills Strong attention to detail and ability to document information clearly Proficient with Microsoft Office, particularly Word and Excel Ability to interact professionally with leaders at various levels of the organization Ability to manage confidential information with discretion Work Environment This position is an on-site position located in our Hillsdale, 1 West Office.