Wealth Management Accounts Pro — Client Services & Admin

Sunflower Bank Mortgage Lending; Scottsdale (AZ); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k) Match

Health Insurance

Paid Time Off

Tuition Reimbursement

Job summary

Sunflower Bank is seeking a Wealth Management Account Administrator in Scottsdale, AZ to support investment advisors and clients with opening, maintaining, and servicing accounts.

The role requires strong attention to detail, excellent communication, and outstanding organizational skills, with opportunities to collaborate across the wealth team and participate in onboarding and account reviews. Some travel may be required.

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.
• Professional appearance and manner.
• Ability 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 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 company policies and procedures.
• Uphold 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.

Skills

Attention to detail

Oral and written communication

Time management

Professional appearance

Client service

Education

Bachelor's degree in business, finance or related field

Job description

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 about Sunflower Bank at sunflowerbank.com.

Job Type

Full-time

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 about Sunflower Bank at sunflowerbank.com.

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

Description:

The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client-focused, and have exceptional communication and project management skills. This position must have the ability to obtain knowledge of Wealth Management administration and the ability to positively interact with all divisions of Sunflower Bank, N.A. to develop and achieve goals in accordance with the parameters defined by management.

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 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
  
  

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

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused
  
  

Associates Enjoy Outstanding Benefits, Including:

• 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!
  
  

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

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

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

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