What are the responsibilities and job description for the Wealth Management Account Administrator position at Sunflower Bank, N.A.?
Job Description
Job Description
Description :
Wealth Management Account Administrator
Open to any employee sitting in one of Kansas office locations.
This position is NOT a remote position.
MUST HAVE : Investment assets and wealth management experience
MUST HAVE : Asset distribution and account(s) review experience
Salary : 65-70k experience position incentive plan - Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Account Administrator at our Wichita, KS location or any Sunflower Bank N.A. offices.
This position will require to be local to Kansas
Summary
The Wealth Management Account Administrator must have exceptional leadership, communication, sales 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, N.A. to develop and achieve goals in accordance with the parameters defined by management.
Primary Responsibilities
Administration of trust and agency account relationships including :
- Account reviews
- Trade and realignment authorizations
- Prepare and process new account and closing account paperwork
- Cash disbursement approvals
- Client lead contact and relationship manager
- Attend regularly scheduled Wealth Management team meetings.
Addtionally
Education / Experience
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including :
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.
If you qualify, apply online at www.sunflowerbank.com / careers.
You’ve never worked anyplace like Sunflower Bank!
EOE / AA : Minorities / Females / Disabled / Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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Requirements :
