Wealth Management Transaction 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

At Security National Bank, we believe something simple but powerful: everything matters, because people matter. Every conversation, every decision, and every relationship is an opportunity to make a meaningful impact. If you’re passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you’ll find purpose and opportunity here.

YOUR OPPORTUNITY: WEALTH MANAGEMENT TRANSACTION SPECIALIST

As a Wealth Management Transaction Specialist, you'll play a critical role in supporting the daily operations of our Wealth Management Operations Department. This position ensures the accurate processing of trust account transactions, remittances, cash management activities, and reporting functions that serve both Security National Bank of Sioux City and Security National Bank of South Dakota. You'll work closely with trust administrators, investment professionals, and customers to support efficient operations while maintaining the accuracy and integrity of trust account records.

What You’ll Do

Wealth Management Operations & Transaction Processing

• Process general remittances and schedule disbursements and liabilities for trust accounts.
• Process liability transactions and promissory notes.
• Post income not related to assets, including scheduled receipts.
• Produce and distribute checks for trust-related transactions.
• Process and distribute trade advices to customers.
• Support cash management functions and account administration activities.

Reconciliation & Reporting

• Balance and verify daily batch input.
• Prepare daily bank deposits.
• Retrieve, distribute, and maintain periodic reports and documents.
• Complete month-end and year-end processing activities.
• Update account review data and distribute memo ticklers.
• Sort and distribute Investment Reviews and Administrative Reviews.

Customer & Administrative Support

• Assist Trust Administration with customer inquiries and research requests.
• Provide operational support to ensure timely and accurate service for trust customers.
• Maintain accurate records and documentation within department systems.

Specialized Processing & Team Support

• Edit and maintain imaged files and records.
• Process pension payouts, including withholding transfers.
• Coordinate annual distribution of W-4P forms and related customer communications.
• Support departmental projects and additional operational needs as assigned.

WHAT MAKES YOU A GREAT FIT

• High school diploma or equivalent required; associate's or bachelor's degree in business, accounting, finance, or a related field preferred.
• Previous banking, trust operations, accounting, financial services, or administrative experience preferred.
• Experience working with transaction processing, reconciliations, or account servicing is a plus.

Technical Skills

• Strong computer proficiency with the ability to learn and navigate multiple systems.
• Working knowledge of Microsoft Word and Excel.
• Ability to accurately process transactions and maintain detailed records.
• Strong numerical aptitude and reconciliation skills.

Communication & Organization

• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational and time management abilities.
• Exceptional attention to detail and commitment to accuracy.
• Ability to manage multiple priorities while meeting deadlines.
• Strong problem‑solving and research skills.
• Ability to work independently while collaborating effectively with team members.

WHY SECURITY NATIONAL BANK

At Security National Bank, you'll be part of a team that values accuracy, service, and strong relationships. The work performed within Wealth Management Operations directly supports our customers, advisors, and trust professionals, helping ensure the smooth administration of trust accounts and financial services. Your contributions play an important role in maintaining the high level of service our customers have come to expect. We believe in developing our employees by providing opportunities to expand their knowledge, build expertise, and grow their careers. You'll work alongside experienced professionals in a collaborative environment where your attention to detail, commitment to quality, and dedication to customer service are valued and recognized. At Security National Bank, you'll find a culture built on integrity, teamwork, and a long‑standing commitment to serving our customers and communities.

Hours

Regular business hours, Monday through Friday.

Benefits

We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

About Security National Bank

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time‑tested principles of integrity, honor, open‑mind­edness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time‑tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Aff…

Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

Learn More

https://www.snbonline.com/mattertoday

LOCATION:

Sioux City, IA

Main Bank

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.