Wealth Management Operations Specialist

Ncktoday; Kansas; On-site; USD 32,000 - 42,000; Full time

Job summary

Citizens National Bank in Concordia, Kansas is seeking a Wealth Management Operations professional for full-time or part-time work. The role focuses on daily wealth management operations, balancing, and maintaining account files in a small community bank setting.

The ideal candidate will be organized, detail-oriented, proficient in Word and Excel, and capable of working both independently and as part of a team. Equal opportunity employer.

Qualifications

• Experience with Microsoft Word and Excel is essential.
• Be highly organized with strong attention to detail.
• Ability to work both in a team and independently.

Responsibilities

• Daily wealth management operations.
• Daily balancing of accounts.
• Maintaining account files and filing.
• Clerical duties as part of daily workflow.

Skills

Teamwork

Detail oriented

Highly organized

Independent work

Tools

Microsoft Word

Microsoft Excel

Job description

Citizens National Bank in Concordia, Kansas is seeking a Wealth Management Operations professional for full-time or part-time work. The role focuses on daily wealth management operations, balancing, and maintaining account files in a small community bank setting.

The ideal candidate will be organized, detail-oriented, proficient in Word and Excel, and capable of working both independently and as part of a team. Equal opportunity employer.