Wealth Management Ops & Transactions Specialist

Security National Bank; Sioux City (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

Security National Bank is seeking a Wealth Management Transaction Specialist to support daily operations of the Wealth Management Operations Department in Sioux City, IA. You will process trust account transactions, remittances, and reporting while ensuring accuracy across multiple accounts and client relationships.

You will collaborate with trust administrators, investment professionals, and customers to maintain efficient operations, perform reconciliations, and provide quality administrative

Qualifications

• Requires high school diploma; associate degree in business, accounting, finance or related field preferred.
• Experience in banking, trust operations, accounting or administrative roles preferred.
• Experience with transaction processing, reconciliations, or account servicing is a plus.

Responsibilities

• Process trust account transactions, remittances, cash management activities, and reporting for wealth management operations.
• Balance and verify daily batch input; prepare daily deposits; complete month-end and year-end processing.
• Support trust administration with customer inquiries and research requests; maintain accurate records.

Skills

Transaction processing

Reconciliations

Account servicing

MS Excel

Numerical aptitude

Education

High school diploma

Associate's degree in business/accounting/finance preferred

Tools

Microsoft Word

Excel

Job description

Security National Bank is seeking a Wealth Management Transaction Specialist to support daily operations of the Wealth Management Operations Department in Sioux City, IA. You will process trust account transactions, remittances, and reporting while ensuring accuracy across multiple accounts and client relationships.

You will collaborate with trust administrators, investment professionals, and customers to maintain efficient operations, perform reconciliations, and provide quality administrative