Wealth Management Account Administrator

Description

The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in the delivery of 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, the ability to positively interact with all divisions of Sunflower Bank,

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 complaint
• 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.
• Working 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 :

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 :

Associates enjoy outstanding benefits, including :