Wealth Management Account Administrator

Sunflower Financial Inc.; Wichita (KS); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Wichita, KS seeks a full-time Wealth Management Account Administrator to support investment advisors by managing client accounts, onboarding, and transaction processing.

The role involves administering agency and custodial relationships, performing account reviews, handling trades and asset allocations, and ensuring accurate documentation and regulatory compliance.

Qualifications

• Bachelor's Degree in business, finance, or related field preferred.
• Exceptional reasoning and judgment skills.
• Exceptional detail and organization skills.
• Time management skills.
• Excellent oral and written communication skills.
• Must be able to work flexible hours.
• Some travel may be required.

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 Wealth Management team meetings.
• Work with wealth team members to meet daily, weekly, and monthly goals.
• Prioritize urgent tasks and manage time effectively.
• Participate in training to increase administration knowledge.
• Comply with applicable industry laws, regulations, and company policies.

Education

Bachelor's degree

Job description

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

Overview

We are a full‑service financial institution committed to serving our communities and supporting our team members. This role supports investment advisors and clients by managing client investment accounts through administration, onboarding, and transaction processing.

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

• Bachelor’s Degree in business, finance, or other related field preferred
• Exceptional reasoning and judgment skills
• Exceptional detail and organization skills
• Time management skills
• Excellent oral and written communication skills
• Must have a professional appearance and manner
• Must be able to work flexible hours
• Some travel may be required

Benefits

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company‑paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives

EOE/AA: Minorities/Females/Disabled/Vets