Private Wealth Operations Specialist I/II

Trustmark National Bank; Ridgeland (MS); On-site; USD 52,000 - 78,000; Full time

Job summary

Trustmark National Bank is seeking a Private Wealth Specialist I/II to support the Private Wealth department by ensuring data integrity in accounts and transactions, and to collaborate across departments on account administration.

The role supports Private Wealth Advisors, prepares client materials, and handles committee admin tasks within the SEI Wealth Platform, with opportunities to develop deep expertise in transactional, research, or account-type areas.

Qualifications

• Must have at least one of the education options.
• Must have general knowledge of business and administrative processes.
• Detail oriented with excellent time management skills; capable of handling assigned accounts, account complexity and assets under administration.
• Propensity to achieve high client service levels.
• Coworker interpersonal and interdepartmental collaboration skills.
• Excellent client communication and interpersonal skills (oral and written).
• PC, PC application, and computer-based information reporting skills.
• Must complete SEI PLATO training and be able to develop one area of subject matter expertise - transactional, research, and/or account type.
• Experience with the SEI Wealth Platform preferred.
• Experience within a wealth management firm preferred.

Responsibilities

• Ensure data integrity on assigned accounts (250 to 400 accounts) and enter transactional data as authorized and supported by documentation and procedures.
• Support the Private Wealth Advisors in preparation of client and prospect meetings and materials.
• Timely, efficient, and complete support of Private Wealth Executives and Advisors in opening/closing accounts and all transactions.
• Communicate via phone and/or email.
• Develop training materials and desk guides for identified area of SEI Platform expertise.
• Adhere to desk guides and procedures in Private Wealth and Tailored Wealth Operations.
• Analyze and correct account/client settings and coding in SEI Wealth Platform.
• Perform admin duties for assigned chartered committee/working group including minutes and packets.
• Support the organizational unit and Private Wealth division on projects or events.
• Perform additional duties as assigned.

Skills

Time management

Client service

Interpersonal skills

Communication

PC skills

Collaboration

SEI PLATO

Education

High school diploma or GED

Associate's degree

Four year college degree

Tools

SEI Wealth Platform

Job description

Trustmark National Bank is seeking a Private Wealth Specialist I/II to support the Private Wealth department by ensuring data integrity in accounts and transactions, and to collaborate across departments on account administration.

The role supports Private Wealth Advisors, prepares client materials, and handles committee admin tasks within the SEI Wealth Platform, with opportunities to develop deep expertise in transactional, research, or account-type areas.