Wealth Management Admin & Client Services Specialist

Sunflower Bank Mortgage Lending; Overland Park (KS); On-site; USD 55,000 - 75,000; 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 is seeking a Wealth Management Account Administrator to support 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.

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 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: 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 other wealth team members to achieve daily, weekly, and monthly goals.
• Prioritize urgent tasks and manage time effectively.
• Participate in training to increase administration knowledge.
• Comply with industry laws, regulations, and company policies.
• Uphold Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s CRA program.
• Perform other duties as assigned.

Skills

Communication

Detail oriented

Time management

Professional appearance

Flexible hours

Travel possible

Education

Bachelor's degree in business/finance or related field

Job description

Sunflower Bank is seeking a Wealth Management Account Administrator to support 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.