Private Wealth Admin I/II — Data & Accounts

Trustmark National Bank; Lauderdale Courts (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Trustmark National Bank seeks a Private Wealth Specialist I/II to support Private Wealth Admin by ensuring data integrity across accounts, processing transactions, and preparing client materials under compliance. The role may be filled at Level I or II with expanding responsibilities.

The candidate will collaborate with Private Wealth Executives and Advisors, support committee reporting, and contribute to SEI Wealth Platform processes and training, demonstrating strong organizational and

Qualifications

• General knowledge of business and administrative processes.
• Detail oriented with strong time management and multitasking skills.
• Excellent client communication and interpersonal abilities.
• Experience with SEI Wealth Platform is preferred.
• Must complete SEI PLATO training for the role.

Responsibilities

• Ensure data integrity on assigned accounts (250–400).
• Support Private Wealth Advisors with client meetings and materials.
• Open/close accounts and process transactions under guidance.
• Develop training materials for identified SEI Wealth Platform areas.
• Coordinate committee data and minutes; support group administration.
• Collaborate with Private Wealth Executives and Advisors as needed.

Skills

Attention to detail

Time management

Client communication

Interdepartmental collaboration

PC applications

Education

High school diploma or GED

Associate's degree

Four year college degree

Tools

SEI Wealth Platform

SEI PLATO training

Job description

Trustmark National Bank seeks a Private Wealth Specialist I/II to support Private Wealth Admin by ensuring data integrity across accounts, processing transactions, and preparing client materials under compliance. The role may be filled at Level I or II with expanding responsibilities.

The candidate will collaborate with Private Wealth Executives and Advisors, support committee reporting, and contribute to SEI Wealth Platform processes and training, demonstrating strong organizational and