Wealth Management Transactions Specialist

Security National Corporation; Sioux City (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision

Disability insurance

Life insurance

Paid time off

Wellness program

401(k) plan

Job summary

Security National Bank is seeking a Wealth Management Transaction Specialist to support daily operations in the Wealth Management Operations Department. You will process trust account transactions, remittances, cash management, and reporting for both Sioux City and South Dakota units, collaborating with trust admins and investment professionals.

Responsibilities include processing remittances, liability transactions, posting income, producing checks, and supporting month-end activities while

Qualifications

• High school diploma required; associate's or bachelor's preferred.
• Experience in banking, trust operations, accounting, or financial services is a plus.
• Experience with transaction processing, reconciliations, or account servicing is beneficial.

Responsibilities

• Process remittances and schedule disbursements for trust accounts.
• Handle liability transactions and promissory notes.
• Post non-asset income and scheduled receipts.
• Produce checks and distribute trade advices for trust-related activity.
• Support cash management and account administration tasks.
• Balance daily batch inputs and verify data integrity.
• Maintain and distribute periodic reports and documents.
• Complete month-end and year-end processing tasks.
• Update review data and issue memos to stakeholders.

Skills

Computer proficiency

Word processing

Excel skills

Numerical aptitude

Attention to detail

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Security National Bank is seeking a Wealth Management Transaction Specialist to support daily operations in the Wealth Management Operations Department. You will process trust account transactions, remittances, cash management, and reporting for both Sioux City and South Dakota units, collaborating with trust admins and investment professionals.

Responsibilities include processing remittances, liability transactions, posting income, producing checks, and supporting month-end activities while