Wealth Management Admin: Client Accounts & Onboarding

Sunflower Bank, N.A.; Wichita (KS); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

Sunflower Bank, N.A. seeks a Wealth Management Account Administrator in Wichita, KS to support investment advisors and clients with wealth management services.

The role emphasizes accurate account opening, maintenance, and servicing of client investment accounts, with strong communication and project management skills. Ideal candidates have a bachelor’s degree in business or finance and demonstrate exceptional detail, organization, and the ability to work flexibly.

Qualifications

• Bachelor's Degree in business, finance, or related field preferred.
• Exceptional reasoning and judgment skills expected.
• Exceptional detail and organization skills required.
• Time management skills required.
• Excellent oral and written communication skills expected.
• Must have a professional appearance and manner.
• 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: wires, transfers, disbursements, contributions.
• Client servicing and account maintenance with accurate documentation.
• Onboarding new clients and ensuring smooth transitions.

Skills

Exceptional reasoning

Exceptional detail

Time management

Oral and written communication

Professional appearance

Flexible hours

Travel readiness

Education

Bachelor's Degree in business or finance

Job description

Sunflower Bank, N.A. seeks a Wealth Management Account Administrator in Wichita, KS to support investment advisors and clients with wealth management services.

The role emphasizes accurate account opening, maintenance, and servicing of client investment accounts, with strong communication and project management skills. Ideal candidates have a bachelor’s degree in business or finance and demonstrate exceptional detail, organization, and the ability to work flexibly.