Intern - Investment Services

Job Title:
Intern - Investment Services

Location:

Livermore,CA
Hiring Salary Range: $20.00 per hour

Position Summary

Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on internto join and help advance our Investment Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work,collaboration, and delivering meaningful results, we'd love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one ofthe oldest independently owned banks in the Bay Area and has been consistentlyrecognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities.

We offer:

• 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 with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach - we help clients get to "yes"
• Core Values:
  o Go above and beyond for clients
  o Foster a supportive and empowering environment for associates
  o Deeply invest in the well-being of our local community

Department Overview

Investment Services is a full-service investment management department within

Fremont Bank. The department provides students with an insider's view of thebank's operations and exposure to the wide range of career opportunities available 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

Investment Services department performs a wide variety of administrative support dutiesfor the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitivedocumentation regarding client accounts. Interacts with bank associates,various personnel for the Broker Dealer insurance companies and departmentvendors. Handles questions and paperwork from clients and Financial Advisors,is the key person for uploading documents into the Broker Dealer system.

Prepares various reports for the Operations Manager and Vice President.

Performs 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

• Excel, PowerPoint, MS Word, Outlook, CRM
• Accounting, Economics, Investment management, public speaking, working independently and collaboratively

Progress Review

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

Experience and Knowledge Development

Theintern develops an understanding of how all aspects of a financial plan fittogether, 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. We 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.

Noteto Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies withouta signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.