Intern – Investment Services

Job Description

Intern – Investment Services

Location: Livermore, CA

Hiring Salary Range: $20.00 per hour

Position Summary

Fremont Bank, a long-standing and respected financial institution in the Bay Area, is seeking a strategic and hands-on Intern to join and advance its Investment Services team. This high-impact opportunity allows you to contribute to a mission-driven organization committed to excellence, community service, and strong client relationships. If you are energized by purpose-driven work, collaboration, and delivering meaningful results, Fremont Bank encourages you to connect with them.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for 15 consecutive years. Their foundation is built on relationships with clients, associates, and communities.

Fremont Bank offers:

• A people-first culture grounded in inclusion and excellence.
• Deep community involvement and local reinvestment.
• A mission-driven workplace where values and performance go hand in hand.

The Fremont Bank Way

• Full-Service Banking: Comprehensive financial solutions, advanced technology, and exceptional service.
• No-Compromise Approach: Helping clients get to “yes”.
• Core Values:
  • Go above and beyond for clients.
  • Foster a supportive and empowering environment for associates.
  • Deeply invest in the well-being of the local community.

Department Overview – Investment Services

Investment Services is a full-service investment management department within Fremont Bank. The department provides students with an insider’s view of the bank’s operations and exposure to a wide range of career opportunities within the organization. Fremont Bank’s Summer Internship Program is designed to develop future financial leaders, enhance academic learning, and support a strong commitment to fostering equal opportunity throughout the program.

Position Overview

The Investment Services intern will perform a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services, and Vice President. This role involves heavy phone usage, direct customer contact, and other support functions. The intern will handle confidential and sensitive documentation regarding client accounts, interact with bank associates, various personnel for the Broker Dealer insurance companies, and department vendors. Responsibilities include handling questions and paperwork from clients and Financial Advisors, acting as the key person for uploading documents into the Broker Dealer system, and preparing various reports for the Operations Manager and Vice President. The intern will also perform other duties and assignments as needed.

Role And Responsibilities

• Provide administrative support to the Trust Officers & Financial Advisors on all accounts.
• Perform client maintenance for accounts.
• Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
• Assist with assigned Client Events.
• Contact and follow up with clients on paperwork and needed documents.
• Performs routine tasks independently.
• Assist with necessary expenses and internal reporting.

Minimum Qualifications

• Proficiency in Excel, PowerPoint, MS Word, Outlook, CRM.
• Background or interest in Accounting, Economics, Investment management.
• Experience with public speaking.
• Ability to work both independently and collaboratively.

Progress Review

• Weekly oversight meetings with the Director of Investment Services.
• Guidance on case studies and preparation of a presentation based on assigned work.
• Evaluation of financial planning development skills throughout the internship.

Experience And Knowledge Development

The intern will develop an understanding of how all aspects of a financial plan fit together, including basic investment management and basic trust administration.

What Makes Fremont Bank Associates Thrive?

• Team Players: Who go above and beyond to support their colleagues.
• Action-Oriented Professionals: Who challenge the status quo and seek improvement.
• Purpose-Driven Individuals: Who understand and champion the bank’s community impact.

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. They are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.