Intern – Investment Services

Job Description

Intern – Investment Services | Fremont Bank

The Tone:
This is an internship at Fremont Bank, located in Livermore, CA. Fremont Bank is a long-standing and respected financial institution in the Bay Area, committed to excellence, community service, and strong client relationships. This role is a high-impact opportunity to contribute to the Investment Services team, offering an insider’s view of banking operations and developing future financial leaders.

The TL;DR
• Role: Internship
• Type: Seasonal
• Location: Livermore, CA (In-person)
• Pay: $20 hourly
• Team: Investment Services
• Mission: To provide essential administrative support to the Investment Services team and gain exposure to financial planning and trust administration.
• Tech Stack: Excel, PowerPoint, MS Word, Outlook, CRM

What You’ll Actually Do
• Administrative Support: Provide comprehensive administrative support to the Wealth Management Operations Manager, Assistant Manager Investment Services, Vice President, Trust Officers, and Financial Advisors.
• Client Communication: Manage direct customer contact, handle heavy phone usage, and follow up with clients on paperwork and needed documents.
• Document Management: Act as the key person for uploading confidential and sensitive documents into the Broker Dealer system and performing client account maintenance.
• Report Generation: Prepare various reports for the Operations Manager and Vice President, assisting with necessary expenses and internal reporting.
• Event Coordination: Assist with assigned client events and other support functions as needed.

The Must-Haves
• Background: Undergraduate student or recent graduate with an interest or background in Accounting, Economics, or Investment management.
• Experience: Proficiency in Excel, PowerPoint, MS Word, Outlook, and CRM, with experience in public speaking.
• Skills: Ability to work both independently and collaboratively, handling confidential and sensitive documentation effectively.