Private Wealth Asset Administrator II

UMB Financial Corporation; Overland Park (KS); Sur place; USD 68 000 - 100 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Comprehensive benefit plan including健康

Health savings

Tuition reimbursement

Employee assistance program

Résumé du poste

UMB Financial Corporation seeks an experienced Unique Assets Administrator II to manage diverse assets within Private Wealth accounts. The role emphasizes client experience, fiduciary duties, and adherence to bank policies while coordinating with Senior Associates on complex issues.

Responsibilities include asset valuation, lease negotiations, and managing real estate, oil/gas assets, and life insurance within portfolios.

Qualifications

• Bachelor’s degree in a relevant field or equivalent experience.
• 3+ years of applicable experience within Financial Services.
• Balance a client experience mindset with managing business risk.
• Proven analytical, mathematical, and problem-solving skills.
• Customer-focused with strong client relationship management.
• Proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Wealth Management experience.
• Knowledge of real estate/property management/asset valuation.
• Real estate property management experience.
• Property and casualty insurance experience.
• Professional real estate designation.
• Knowledge of fiduciary responsibilities.
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• Proficiency in Salesforce CRM software.
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

Responsabilités

• Manage unique assets held in Private Wealth accounts.
• Inspect assets and ensure periodic valuations of assets.
• Acquire and dispose of assets; negotiate leases and manage renovations/maintenance.
• Coordinate annual property inspections and tax assessments.
• Utilize third-party vendors for insurance, real estate, and oil/gas management.
• Review monthly reports from third-party fee managers.
• Ensure timely completion of Administrative Compliance reviews.
• Support portfolio reporting and client communications.

Connaissances

Wealth Management

Property management

Asset valuation

Client relationships

Microsoft Office

Salesforce CRM

Fiduciary duties

SEI Wealthscape

Fidelity Wealthscape

Workday

PeopleSoft

Archer

Hyperion

Skillport

Formation

Bachelor’s degree in Finance

3+ years Financial Services

Outils

Salesforce CRM

SEI

Fidelity Wealthscape

Workday

PeopleSoft

Archer

Skillport

Hyperion

Microsoft Office

Description du poste

UMB Financial Corporation seeks an experienced Unique Assets Administrator II to manage diverse assets within Private Wealth accounts. The role emphasizes client experience, fiduciary duties, and adherence to bank policies while coordinating with Senior Associates on complex issues.

Responsibilities include asset valuation, lease negotiations, and managing real estate, oil/gas assets, and life insurance within portfolios.