Wealth Management Account Administrator

Sunflower Bank Mortgage Lending; Wichita (KS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) plan with 6% match

Health, dental, and vision insurance

Tuition reimbursement

Paid time off

Paid holidays

Job summary

Sunflower Bank, N.A. is seeking an energetic, highly motivated Wealth Management Account Administrator to join our Wichita, KS team.

This full-time position supports agency and custodial accounts, processes trades and transfers, and provides client service with accuracy and compliance. Preferred candidates hold a Bachelor’s degree in business or finance and demonstrate strong judgment, organization, and communication.

Qualifications

• Strong reasoning and judgment skills.
• Exceptional detail and organization skills.
• Effective time management and prioritization.

Responsibilities

• Administration of agency and custodial account relationships.
• Account reviews and trade/asset allocation changes.
• Process transactions: wires, transfers, disbursements, and contributions.
• Client servicing and maintaining accurate, compliant documentation.
• Assist onboarding of new clients and ensure smooth transitions.

Skills

Reasoning

Detail orientation

Time management

Oral and written communication

Professional appearance

Education

Bachelor's degree in business/finance

Job description

At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates. Learn more at sunflowerbank.com.

Job Type: Full-time

Position

Sunflower Bank, N.A. is seeking an energetic, highly motivated individual to fill the full‑time Wealth Management Account Administrator position at our Wichita, KS location.

Responsibilities

• Administration of agency and custodial account relationships
• Account reviews
• Trade and asset allocation changes
• Transaction processing: coordinate money movements, wires, transfers, disbursements, and contributions
• Client servicing
• Maintain and manage client accounts, ensuring all documentation is accurate and compliant
• Assist in onboarding new clients, prepare and review onboarding forms, and ensure a smooth transition of accounts and services
• Attend regularly scheduled Wealth Management team meetings
• Work with other wealth team members to achieve daily, weekly, and monthly goals
• Effectively manage time by prioritizing urgent tasks
• Attend all training as requested to increase administration knowledge
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines
• Understand and participate in the Bank’s Community Reinvestment Act program
• Perform other duties as assigned

Education & Experience Preferred

• Bachelor's degree in business, finance, or another related field preferred
• Exceptional reasoning and judgment skills
• Exceptional detail and organization skills
• Time management skills
• Excellent oral and written communication skills
• Professional appearance and manner
• Flexible work hours; some travel may be required

Benefits

• Rooted in Strength, Propelled by Growth, Individuals in a Great Whole, Creating Possibility, Community Focused
• 401(k) plan with 6% match
• Health, dental, and vision insurance
• Company‑paid life insurance
• Tuition reimbursement
• Fitness reimbursement
• Paid time off
• Volunteer leave
• Paid holidays
• Plus many more associate perks and incentives

Pay is dependent on knowledge, skills, abilities, experience, and location.

If you qualify, apply online at www.sunflowerbank.com/careers.

EOE/AA: Minorities, Females, Disabled, Veterans.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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