Accounting Specialist - Wealth Operations

Commerce Bank; Kansas City (MO); Hybrid; Full time

Job summary

Commerce Bank seeks an Accounting Specialist for its Wealth Operations team. This role involves processing wire transfers, ensuring accurate financial record-keeping, and requires strong analytical skills and attention to detail. The position offers a competitive pay range based on experience and includes benefits such as health insurance and career development opportunities.

Benefits

Health, dental, and vision insurance

401(k) plan

Paid vacation

Paid personal time

Education assistance

Career development opportunities

Qualifications

• 1+ years of Finance or Trust Operations experience preferred.
• Knowledge of banking products and services.
• Ability to manage multiple priorities.

Responsibilities

• Process incoming & outgoing wire transfers for Wealth Management.
• Ensure timely processing of wire-related activities.
• Assist in cost basis processing and quality control.

Skills

Analytical skills

Problem-solving

Attention to detail

Communication

Education

High school diploma or GED

Tools

Microsoft Excel

Microsoft Word

Microsoft Teams

Microsoft Outlook

Job description

Accounting Specialist - Wealth Operations

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Accounting Specialist - Wealth Operations

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About Working At Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

About Working At Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $18.55 - $24.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to process incoming & outgoing wires for the Wealth Management.

Essential Functions

• Process incoming & outgoing wire transfers for the Wealth Management
• Ensure all wire related activity is processed in a complete and timely manner
• Ensure all wire related activities are posted to the wealth management accounting system
• Assist with maintaining balance between the accounting and bank related systems
• Assist in cost basis processing and primarily quality control
• Communicate with external custodians in relation to outstanding cost basis inquiries
• Perform other duties as assigned
  
  

Knowledge, Skills & Abilities Required

• Knowledge of banking products and services
• Knowledge of complex accounting functions
• Strong analytical and problem-solving skills to research and resolve discrepancies
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
  
  

Education & Experience

• High school diploma, GED or equivalent combination of education and experience required
• 1+ years of Finance or Trust Operations experience preferred
• Hybrid Schedule: In office 3 days per week
• Level of role is determined by knowledge, experience, skills, abilities, and education
• For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Accounting Specialist – Wealth Operations & Senior level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $18.55 to $24.00/hourly.
  
  

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 922 Walnut, Kansas City, Missouri 64106

Time Type:

Full time

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Banking and Financial Services

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