Wealth Management Financial Reporting Analyst

About Working At Commerce

Built on a foundation of helping people and businesses thrive, our commitment extends beyond our employees. We invest in our people, fostering a culture where everyone can grow and succeed. Join us if you're passionate about making a difference.

Compensation

Annual Salary: $72,500.00 - $85,000.00 (Based on relevant experience, skills, and competencies)

Essential Functions

• Develop and present in-depth revenue and analysis presentations to Senior Management on an ongoing basis
• Identify and recommend ways to streamline department processes
• Provide high level customer service and support to internal Commerce Trust (CT) Administrators, while facilitating the process of revenue reporting, establishing fees for new accounts, updating fees on existing accounts, and overall processing of fees
• Play a key role in forming new customers' first impressions of CT by supporting them with advanced attention to detail and working with Senior Management by providing revenue reporting and analysis
• Serve as a resource to other team members while providing coverage and supporting management by helping drive the direction of the team
• Aid in problem resolution and serve as a liaison between the Administrators and internal departments
• Drive process improvements and work on special projects as identified

Knowledge, Skills & Abilities

• Expert knowledge of Excel, including how to utilize formulas, graphs, and pivot tables
• Advanced level of proficiency with Microsoft, Word, Teams, and Outlook
• Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
• Superior problem solving and analytical skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and a positive influence on the team

Education & Experience

• Bachelor’s degree with an emphasis in Finance or Accounting preferred or equivalent combination of education and experience required
• 4+ years of revenue reporting and analysis experience preferred
• Previous background and knowledge of investment management fee and mutual fund fees required
• 4+ years of experience in trust services, finance, or investment management industry preferred

Location

922 Walnut St, Kansas City, Missouri 64106

Time Type

Full time