Wealth Management Intern
Y-Axis, Moline, IL, United States
Job Summary
We are seeking a motivated and detail‑oriented Summer Intern to join our Wealth & Trust Department for the 2026 summer season. This internship offers hands‑on experience in fiduciary services, financial planning support, and trust administration. The ideal candidate will have an interest in wealth management, estate planning, and client service, along with a desire to learn from experienced professionals in the field.
Key Responsibilities
Assist trust officers with administrative support related to trust, estate, and agency accounts.
Conduct research related to wealth planning, fiduciary regulations, and trust account administration.
Help prepare client materials, reports, and presentations for wealth and trust reviews.
Support day‑to‑day client service needs, including responding to inquiries and preparing communications.
Collaborate with operations and compliance teams to ensure proper documentation and adherence to fiduciary standards.
Participate in team meetings, training sessions, and professional development opportunities within the department.
Contribute to marketing and communication initiatives related to wealth, estate, and trust services.
Perks of the Program
Opportunity to network with current employees and senior management of QCBT.
Gain exposure to trust administration, estate processes, and wealth planning strategies.
Develop professional skills and explore career paths within Quad City Bank & Trust and QCR Holdings, Inc.
Opportunity to engage with community organizations that support QCBT’s mission and outreach efforts.
Qualifications
Currently pursuing a degree in Finance, Business, Accounting, Law, or a related field (junior or senior year preferred).
Strong analytical and organizational skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to work independently and collaboratively within a team environment.
Interest in pursuing a career in wealth management, trust administration, or fiduciary services.
Employment Details
Full Time
Remote: Yes
Telecommute: Yes
Visa Sponsor: No
Working Conditions
Duties are performed in a professional office environment.
Salary & Benefits
The anticipated starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.
Equal Opportunity
Quad City Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
Quad City Bank & Trust is committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believes that it is our differences—of all kinds—that make our company and our communities better and stronger. The company complies with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
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We are seeking a motivated and detail‑oriented Summer Intern to join our Wealth & Trust Department for the 2026 summer season. This internship offers hands‑on experience in fiduciary services, financial planning support, and trust administration. The ideal candidate will have an interest in wealth management, estate planning, and client service, along with a desire to learn from experienced professionals in the field.
Key Responsibilities
Assist trust officers with administrative support related to trust, estate, and agency accounts.
Conduct research related to wealth planning, fiduciary regulations, and trust account administration.
Help prepare client materials, reports, and presentations for wealth and trust reviews.
Support day‑to‑day client service needs, including responding to inquiries and preparing communications.
Collaborate with operations and compliance teams to ensure proper documentation and adherence to fiduciary standards.
Participate in team meetings, training sessions, and professional development opportunities within the department.
Contribute to marketing and communication initiatives related to wealth, estate, and trust services.
Perks of the Program
Opportunity to network with current employees and senior management of QCBT.
Gain exposure to trust administration, estate processes, and wealth planning strategies.
Develop professional skills and explore career paths within Quad City Bank & Trust and QCR Holdings, Inc.
Opportunity to engage with community organizations that support QCBT’s mission and outreach efforts.
Qualifications
Currently pursuing a degree in Finance, Business, Accounting, Law, or a related field (junior or senior year preferred).
Strong analytical and organizational skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to work independently and collaboratively within a team environment.
Interest in pursuing a career in wealth management, trust administration, or fiduciary services.
Employment Details
Full Time
Remote: Yes
Telecommute: Yes
Visa Sponsor: No
Working Conditions
Duties are performed in a professional office environment.
Salary & Benefits
The anticipated starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.
Equal Opportunity
Quad City Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
Quad City Bank & Trust is committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believes that it is our differences—of all kinds—that make our company and our communities better and stronger. The company complies with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
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