Citizens National Bank – Full-Time/Part-Time Wealth Management Operations

Ncktoday

Kansas

On-site

USD 32,000 - 42,000

Full time

14 days+

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Job summary

Citizens National Bank in Concordia, Kansas is seeking a Wealth Management Operations professional for full-time or part-time work. The role focuses on daily wealth management operations, balancing, and maintaining account files in a small community bank setting.

The ideal candidate will be organized, detail-oriented, proficient in Word and Excel, and capable of working both independently and as part of a team. Equal opportunity employer.

Qualifications

  • Experience with Microsoft Word and Excel is essential.
  • Be highly organized with strong attention to detail.
  • Ability to work both in a team and independently.

Responsibilities

  • Daily wealth management operations.
  • Daily balancing of accounts.
  • Maintaining account files and filing.
  • Clerical duties as part of daily workflow.

Skills

Teamwork
Detail oriented
Highly organized
Independent work

Tools

Microsoft Word
Microsoft Excel

Job description

Citizens National Bank – Full-Time/Part-Time Wealth Management Operations

The Citizens National Bank is accepting applications for a full-time or part-time Wealth Management Operations position at our Concordia, Kansas location. We are a family-owned community bank seeking the right person to join our team!

  • Daily wealth management operations
  • Daily balancing
  • Maintaining account files
  • Filing
  • Clerical duties

Qualifications:

  • Extensive knowledge of Microsoft Word and Excel
  • Highly organized
  • Detail oriented
  • Works well on a team and also independently

Citizens National Bank is an Equal Opportunity Employer.

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