Intern - Family Office

Trust Point Inc.Minneapolis, MN

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Job Description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Voted Best Place to Work for the 8th year in a row, Trust Point Inc. of Minneapolis, MN is excited to welcome a motivated intern to gain meaningful, hands-on experience within our Family Office team.

We are currently seeking candidates for an 18- to 24-month internship beginning in Winter 2026. This role offers the opportunity to work approximately 15 hours per week during the academic year, with the option for increased hours during the summer.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has delivered a wide range of trusted financial services to individuals, families, businesses, and charitable organizations. Our mission is rooted in exceptional client service-helping each client achieve their financial goals with confidence.

Our success is driven by the talented people we hire. We value every team member's strengths, perspectives, and contributions. Collaboration and support are woven into our culture-starting at the top, with a CEO who maintains an open-door philosophy. Throughout the year, we show our appreciation with unique perks, special events, and a workplace experience that people genuinely enjoy.

Learn more about our culture here: Trust Point Culture Video

A DAY IN THE LIFE OF A FAMILY OFFICE INTERN

As a Family Office Intern, you will gain real-world exposure to the financial industry by working alongside our highly credentialed Relationship Managers and Support Team. Your responsibilities will include:

Assist with onboarding new accounts and ensuring documentation accuracy
Prepare reports, presentations, and client-ready materials
Upload, organize, and maintain important client files
Research account questions and help identify solutions
Support compliance by following policies and addressing risk-related items
Participate in special projects and help refine processes

You will use your analytical mindset, organization skills, and attention to detail to make meaningful contributions across the department.

QUALIFICATIONS FOR A FAMILY OFFICE INTERN

Currently pursuing a Bachelor's Degree in Business, Accounting, Finance, or related field
Proficient in Microsoft Outlook, Excel, and Word
Strong organizational and communication skills
Detail-oriented with a commitment to accuracy

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

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FAQs About Intern - Family Office Jobs at Trust Point Inc.

What is the work location for this position at Trust Point Inc.?

This job at Trust Point Inc. is located in Minneapolis, MN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Trust Point Inc.?

Employer has not shared pay details for this role.

What employment applies to this position at Trust Point Inc.?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Trust Point Inc.?

You can apply for this role at Trust Point Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.