About this opportunity
Sunflower Bank lists this Wealth Management Account Administrator opportunity in overland park, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Management Account Administrator
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it's what we do every day for clients and associates.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Account Administrator at our Overland Park, KS Location.
The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client-focused, and have exceptional communication and project management skills. This position must have the ability to obtain knowledge of Wealth Management administration and the ability to positively interact with all divisions of Sunflower Bank, N.A. to develop and achieve goals in accordance with the parameters defined by management.
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.
Education/Experience Preferred:
Bachelor's Degree in business, finance, or other related field preferred
Exceptional reasoning and judgment 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
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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Worksite address
overland park, KS, 66223, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.