Private Wealth: Unique Assets Specialist

UMB Bank; Overland Park (KS); On-site; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Health insurance

Job summary

UMB Bank is seeking an Unique Assets Administrator II to deliver asset administration services for Private Wealth Management clients. You’ll handle lower-volume tasks, coordinate with fiduciaries and vendors, and manage real estate, oil/gas, and other assets with attention to compliance and reporting.

The role involves collaboration with senior staff, asset valuations, and negotiated leases, with travel to local offices as needed.

Qualifications

• Bachelor’s degree or combination of education and experience providing equivalent background.
• 3+ years of applicable experience within Financial Services.
• Strong analytical, mathematical, and problem-solving abilities.
• Customer-focused with excellent client relationship management.

Responsibilities

• Manage accounts with focus on client experience, fiduciary laws, and bank policies.
• Collaborate with Senior Associates to resolve complex administrative issues.
• Oversee unique assets in Private Wealth, including real estate and oil/gas.
• Perform asset inspections, valuations, and vendor-supported maintenance.
• Coordinate purchase, lease, and sale of assets; manage inspections and appraisals.
• Ensure timely administrative compliance reviews and accurate processing of activities.

Skills

Client experience mindset

Analytical skills

Problem-solving skills

Customer focus

Vendor management cooperation

Education

Bachelor's degree in relevant field

Tools

Microsoft Office Suite

Salesforce CRM

Workday/PeopleSoft/Archer/Hyperion

Job description

UMB Bank is seeking an Unique Assets Administrator II to deliver asset administration services for Private Wealth Management clients. You’ll handle lower-volume tasks, coordinate with fiduciaries and vendors, and manage real estate, oil/gas, and other assets with attention to compliance and reporting.

The role involves collaboration with senior staff, asset valuations, and negotiated leases, with travel to local offices as needed.