Business Analyst

Are you looking to make a significant impact in the financial services industry?
 

The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to protect tomorrow - and should be central to every estate plan to help create enduring legacies. That is why we have made it our mission to simplify and democratize trusts to allow more advisors and families to ensure complete estate plans and create legacies of love.

Why join us?
We are looking for individuals who believe in the noble purpose of trusts - and want to be part of a movement that redefines trust services to help people protect their loved ones. We are a dynamic, collegial, and evolving culture that invests in top talent and rewards collaboration, curiosity and innovation. By joining National Advisors, you will become part of an in-house team with deep expertise, decades of experience, and a commitment to shaping what’s next for advisors, families, and our industry. You'll be working with diverse teams to ensure compliance and improve processes.

Overview

Established in 2001, National Advisors is a premier independent trust company and a culture unified in purpose and mission to simplify trusts and create legacies of love for generations of families. To do so, we deliver complete trust services and are uniquely structured with both a national trust charter and a progressive South Dakota state trust charter to give advisors and the families they serve greater flexibility, customization and control of their estate plans. National Advisors is based in Kansas City and continues to position our brand for growth and leadership across the country.

Summary

This position performs business analysis work that involves gathering, developing, and documenting user requirements; reviewing, assessing, and developing business processes; creating and validating user acceptance testing; and performing post-implementation support of systems. The Business Analyst works to improve the quality of information technology solutions to meet business needs.

Responsibilities and Duties

• Gather, analyze and document user requirements, business processes, and issues to automate or improve existing systems.
• Elicit and document business needs and requirements for new initiatives.
• Create reports, dashboards and visualizations to help others understand business performance.
• Perform data discovery, analysis and modeling.
• Work closely with business owners and the IT Team.
• Participate in user acceptance testing and testing of new system functionality.
• Sets high expectations and enforces standards to meet project timelines.
• Assists with project management for selected projects.
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies

  within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

Competencies

• Accountability
• Decision Making
• Problem Solving
• Results Oriented
• Project Management

Qualifications

• Bachelor's degree or higher in business, information technology, or a related field, or equivalent experience.
• 3 to 5 years of experience working in Financial Services/Banking with a minimum of 2 years of recent relevant business analyst experience.
• Experience with data analysis and database queries (SQL).
• Excellent personal leadership.
• Strong critical thinking and decision-making skills.
• Excellent problem solving and communication skills required.
• Solid project management skills and ability to prioritize. PMP certification is a plus.
• AddVantage or FIS experience is a plus.

Physical Requirements

• Must be able to remain in a stationary position for prolonged periods of time.
• Will occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally requires lifting objects that are 20 pounds to a height of 3-4 feet

We’re inspired by our company values, committed to diversity, equity, and inclusion, and strive to create a positive, purposeful and productive environment where everyone can thrive.

Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth.  NAH offers a competitive salary.

#NationalAdvisorsTrustCompany #CareerOpportunities 

This job description is subject to change at any time.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)