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Supports ultra-high-net-worth clients by maintaining relationships, coordinating services, managing investment programs, monitoring asset allocation, administering accounts, processing cash and remittance activity, preparing reports and presentations, and assisting with trust reviews and compliance requirements. The role collaborates across tax, financial planning, investments, trust administration, philanthropy, and custody teams while maintaining knowledge of financial markets and fiduciary services.

Infrastructure Engineering Intern supporting hybrid Windows and Linux environments, VMware virtualization, and infrastructure automation. Responsibilities include maintaining systems, writing Terraform and Ansible automation, scripting with Python, Bash, or PowerShell, and working from command lines. The intern will collaborate with infrastructure professionals, manage projects, and participate in coaching and career development activities.

Develop, execute, maintain, and troubleshoot automated tests for web, mobile, and API applications. Design SQL queries for data validation, analyze requirements, identify test scenarios, maintain regression coverage, investigate failures, and collaborate with developers, solutions engineers, and QA teams. The role also contributes reusable automation components, follows source-control practices, and supports functional testing and release readiness.

Supports ultra-high-net-worth client relationships, account administration, investment program implementation, asset allocation monitoring, cash management, reporting, trust reviews, and compliance activities. Coordinates with Client Advisors and internal departments, prepares client presentations and customized financial models, processes account documentation and remittances, manages bill payments and overdrafts, and maintains knowledge of markets, fiduciary laws, tax, and trust administration.

Provides comprehensive administrative and executive support to the CEO, including complex calendar management, meeting coordination, stakeholder communication, travel planning, itinerary preparation, expense processing, and confidential information handling. The role requires prioritizing competing demands, tracking deliverables, coordinating logistics, resolving travel issues, and supporting projects while maintaining professionalism, discretion, accuracy, and strong relationships across the organization.

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, processing account administration tasks, coordinating calendars, meetings, travel, expenses, mailings, and presentations, maintaining Salesforce records, preparing reports and correspondence, supporting compliance and audit requests, and coordinating vendors and office supplies.

Software Engineering Interns will assist with designing, developing, testing, debugging, and maintaining software applications for wealth management services. They will collaborate with business analysts, testers, and business teams, troubleshoot technical issues, participate in code reviews, and gain exposure to front-end development, APIs, back-end systems, cloud computing, and generative AI.

Supports fee operations by setting up client fee arrangements, analyzing fee and account data, assisting with fee calculations and revenue validation, and identifying opportunities to automate and improve processes. The intern gains exposure to financial services operations, business controls, data management, artificial intelligence, robotic process automation, and Microsoft productivity tools.

Support senior engineers in managing, monitoring, troubleshooting, and optimizing enterprise WAN, LAN, wireless, SD-WAN, firewall, and security infrastructure. Assist with Cisco, Meraki, Arista, and Palo Alto environments; contribute to network automation using Ansible and Python; evaluate networking technologies; document processes; test configurations; and support firewall policy implementation during a 10-week internship.

Leads the Bill Pay team, overseeing high-volume client bill and expense processing, approvals, enrollment, internal controls, and platform workflows across BILL and CMS. Manages team development, resolves complex client issues, partners with advisors, mitigates operational risks, and supports process improvements, system upgrades, integrations, and special projects.