Private Wealth Operations Specialist I/II

Trustmark National Bank; Mobile (AL); On-site; USD 60,000 - 85,000; Full time

Job summary

Trustmark National Bank in Mobile, AL is seeking a Private Wealth Specialist I/II to support data integrity across Private Wealth accounts and assist advisors with meetings and materials.

The role requires strong communication, time management, and collaboration, with exposure to SEI Wealth Platform and PLATO training; responsibilities include account administration, committee support, and project participation.

Qualifications

• Eight years of financial services or administrative experience with HS diploma or GED
• Strong client service orientation and time management
• Excellent communication skills (oral and written)
• Ability to complete SEI PLATO training and develop area of expertise

Responsibilities

• Ensure data integrity on 250–400 accounts and enter transactions
• Support Private Wealth Advisors in meetings and materials
• Open/close accounts and process transactions
• Communicate via phone and email
• Develop training materials for SEI Wealth Platform expertise
• Follow desk guides and procedures in Private Wealth and Tailored Wealth Operations
• Coordinate committee/working group admin and reporting
• Support special projects and events

Skills

Client communication

Detail oriented

Time management

Interpersonal skills

Collaboration

PC skills

Education

High school diploma or GED

Associate's degree

Bachelor's degree

Tools

SEI Wealth Platform

SEI PLATO training

Job description

Trustmark National Bank in Mobile, AL is seeking a Private Wealth Specialist I/II to support data integrity across Private Wealth accounts and assist advisors with meetings and materials.

The role requires strong communication, time management, and collaboration, with exposure to SEI Wealth Platform and PLATO training; responsibilities include account administration, committee support, and project participation.