Intern - Family Office

Intern - Family Office

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.