Unique Asset Administrator II

UMB BANK NA; 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

As the Unique Assets Administrator II, you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume and/or lower-risk tasks and less complex responsibilities. There will be some travel to the local office, to local properties and to the Kansas City office. Candidate must reside in or near Albuquerque, NM or in or near Phoenix/Scottsdale, AZ.

You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. You will work collaboratively with Senior Associates on team to resolve complex administrative issues and escalations. You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life insurance and other miscellaneous assets. You will perform inspection of assets as required ensure periodic valuations of assets, and maintain properties cost effectively through use of appropriate vendors. You will acquire and dispose of unique assets, including performing lease negotiations, managing the renovation/maintenance/repairs, performing periodic appraisals/inspections, and delivering portfolio and asset reporting. You will implement the strategic business plans for assets and portfolios, as necessary. You will leverage third party vendor relationships in areas of insurance, farm, ranch, oil/gas management, and real estate processing; serve as a vendor liaison where required. You will review monthly financial reports from third party fee managers. You will communicate tasks and expectations to colleagues, co‑fiduciaries, clients, attorneys, brokers, contractors, third‑party managers, and other service providers. You will help identify value‑added services that Personal Trust and Custody can provide. You will ensure timely completion of required Administrative Compliance reviews. You will ensure accurate processing of all account and/or maintenance activities, resolve operational problems, and process various reports. You will review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions. You will manage assigned properties using established policies and procedures, facilitate asset set up and removal, maintain appropriate insurance coverage through Bank’s blanket program or external policy, facilitate insurance claims, taxation matters and payment, and that assets are reviewed in accordance with the Bank's policies and procedures. You will buy, sell, lease properties either directly or with assistance of a real estate agent, includes negotiating listing agreements, purchase and sale contracts, leases, and other agreements. You will prepare annual property reviews, analyze tax assessed values, coordinate triennial valuations, and perform or arrange initial and annual property inspections. You will coordinate the timely payment of all maintenance, insurance, and property tax bills. You will participate in National Trust Real Estate Association as required.

Other duties as assigned.

Qualifications

• You possess a Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
• You have 3+ years of applicable experience within Financial Services.
• You are able to balance a client experience mindset when managing and controlling business risks.
• You have proven analytical, mathematical, and problem‑solving skills.
• You are customer focused with great client relationship management skills.
• You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• You have Wealth Management experience.
• You have knowledge of real estate/property management/asset valuation.
• You have real estate property management experience.
• You have property and casualty insurance experience.
• You hold a professional real estate designation.
• You have knowledge of fiduciary responsibilities.
• You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have proficiency in Salesforce CRM software.
• You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

Bonus Points

• You have Wealth Management experience.
• You have knowledge of real estate/property management/asset valuation.
• You have real estate property management experience.
• You have property and casualty insurance experience.
• You hold a professional real estate designation.
• You have knowledge of fiduciary responsibilities.
• You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have proficiency in Salesforce CRM software.
• You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

This position was posted on 10/29/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $67,869 - $99,836

Benefits

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

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