About this opportunity
Sunflower Bank lists this Wealth Management Account Administrator opportunity in wichita, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Management Account AdministratorAt 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 seeking an energetic, highly motivated individual to fill the full-time Wealth Management Account Administrator position at our Wichita, 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 relationshipsAccount reviewsTrade and asset allocation changesTransaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributionsClient servicingMaintain and manage client accounts, ensuring all documentation is accurate and compliantAssist 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 preferredExceptional reasoning and judgment skillsExceptional detail and organization skillsTime management skillsExcellent oral and written communication skillsMust have a professional appearance and mannerMust be able to work flexible hoursSome travel may be requiredPay is dependent on knowledge, skills, abilities, experience, and location.Sunflower Bank BenefitsPeople 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 StrengthPropelled by GrowthIndividuals in a Great WholeCreating PossibilityCommunity FocusedAssociates enjoy outstanding benefits, including:401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany-paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid HolidaysPlus many more associate perks & incentives!EOE/AA: Minorities/Females/Disabled/VetsOpen until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.
Worksite address
wichita, KS, 67202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.