Wealth Management Admin & Client Onboarding Specialist

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

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.