Wealth Management Account Administrator

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
• Absorb 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

Qualifications

• Preferred: Bachelor's Degree in business, finance, or other related field
• 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
• Ability to work flexible hours
• Some travel may be required

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 associate perks & incentives!

Pay and Schedule

Pay is dependent on knowledge, skills, abilities, experience, and location.