Wealth Management Admin & Onboarding Specialist

Sunflower Financial Inc.; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Match

Health Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Scottsdale, AZ is seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high‑quality wealth management services.

You will handle administrative duties related to opening, maintaining, and servicing client accounts, requiring attention to detail, strong communication, and proactive project management. The role emphasizes collaboration across wealth management teams, regulatory compliance, and a service‑driven approach to

Qualifications

• Bachelor's degree in business, finance, or related field.
• Exceptional reasoning and judgement 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 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.

Skills

Reasoning

Detail orientation

Time management

Communication skills

Professional appearance

Flexibility

Travel ability

Education

Bachelor's degree in business, finance, or related field

Job description

Sunflower Bank, N.A. in Scottsdale, AZ is seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high‑quality wealth management services.

You will handle administrative duties related to opening, maintaining, and servicing client accounts, requiring attention to detail, strong communication, and proactive project management. The role emphasizes collaboration across wealth management teams, regulatory compliance, and a service‑driven approach to