Wealth Data Integrity & Operations Specialist I/II

Trustmark National Bank; Destin (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Trustmark National Bank's Private Wealth Admin team is seeking a Private Wealth Specialist I/II to support data integrity across client accounts and transactions, coordinating with multiple departments for effective account administration.

You will assist Private Wealth Advisors with client meetings, prepare materials approved by compliance, manage account openings/closings, and help develop expertise in SEI Wealth Platform while supporting committees and special projects.

Qualifications

• Requires business and administrative process knowledge.
• Detail oriented with strong time management.
• Must communicate effectively with clients and teams.
• Experience with SEI Wealth Platform preferred.
• Experience in a wealth management firm preferred.

Responsibilities

• Ensure data integrity for 250-400 accounts and transaction entry.
• Support PW Advisors with client/prospect meeting prep and materials.
• Assist opening/closing accounts and processing transactions.
• Communicate via phone or email with stakeholders.
• Develop training materials for SEI Wealth Platform expertise.
• Adhere to desk guides and procedures in Private/Tailored Wealth Ops.
• Analyze and correct account/client settings in SWP.
• Support committees with data, minutes, and record-keeping.
• Support projects or special operations events as needed.
• Perform additional duties as assigned.

Skills

Client service

Time management

Interpersonal skills

Communication skills

PC skills

Education

HS diploma or GED

Associate's degree with 6 years

Four year college degree with 2 years

Tools

SEI Wealth Platform

SEI PLATO training

Job description

Trustmark National Bank's Private Wealth Admin team is seeking a Private Wealth Specialist I/II to support data integrity across client accounts and transactions, coordinating with multiple departments for effective account administration.

You will assist Private Wealth Advisors with client meetings, prepare materials approved by compliance, manage account openings/closings, and help develop expertise in SEI Wealth Platform while supporting committees and special projects.