UMB is seeking a motivated and detail-oriented Trust, Estate & Private Wealth Intern to join our team. This internship provides a unique opportunity to gain hands-on experience in administering trusts and estates, estate plan reviews and planning discussions and related services and activities. As an intern, you will assist in a variety of tasks related to trust and estate administration, and supporting our wealth management services. This is an excellent opportunity for JD candidates or pre-law students looking to deepen their understanding of the implementation of estate plan and related wealth management services.

Key Responsibilities:

• Assist in the administration of trusts and estates, including reviewing documents and ensuring compliance with applicable law and regulations.
• Help with estate planning processes, including review and summarizing documents.
• Aid in managing unique assets within trust/estate portfolios, including monitoring financial transactions and account balances.
• Provide research and administrative support for the Trust & Private Wealth team.
• Work closely with to ensure client needs are met accurately and efficiently.

Qualifications:

• Currently pursuing a JD (Juris Doctor) or pre-law degree.
• Completion of sophomore year in college or higher.
• Minimum GPA of 2.5 or above.
• Strong attention to detail and organizational skills.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple tasks and work effectively in a team environment.
• Interest in trust administration, estate planning, and private wealth management.

Compensation Range:

Minimum: $25,640.00 - Maximum: $59,330.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

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