Investment & Cash Movement Associate

INTRUST Bank Careers•Wichita, KS

5d•Onsite

About The Position

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day. Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role. A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being. Competitive pay Generous time off Employees receive three weeks of paid vacation plus 11 paid holidays each year. Paid time off to volunteer in the community. Paid employee and family sick leave. Paid parental leave. 401(k) plan with 6% employer match and 100% immediately vested. 3% non-elective company contribution; non-elective contribution vested after 3 years of service. Career growth and development resources Tuition reimbursement for full-time and part-time employees enrolled in any degree program. Banking benefits Medical, dental, and vision insurance Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details. Job Summary: The Investments & Cash Movement Associate plays a critical role in supporting the operational investment activities of the Wealth Division. This position is responsible for executing and monitoring client investment instructions and cash movement requests, including trades, transfers, and liquidity management. Acting as a liaison between advisors, clients, custodians, and the internal trading team, the coordinator ensures timely, accurate, and compliant execution of all transactions. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities. Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field preferred.
2–4 years of experience in financial services, preferably in investment operations, cash management, or client service.
Strong understanding of trading workflows, investment account types (e.g., IRAs, trusts, brokerage), custodial platforms, and private investment structures.
High attention to detail and accuracy in a fast-paced, deadline-driven environment.
Strong analytical and problem-solving skills, along with a commitment to operational excellence and client service.
Excellent organizational, communication, and interpersonal skills.
Ability to manage multiple outstanding items and priorities simultaneously.
Proficiency in Microsoft Office Suite (especially Excel), CRM systems (e.g., Salesforce), and financial or portfolio management software is a plus.

Responsibilities

Deliver investment instructions to the internal trading team based on Investment Officer and/or client direction.
Monitor trade execution and confirm completion with appropriate documentation.
Execute account-to-account transfers, ACHs, wires, and checks in accordance with client instructions and firm protocols.
Coordinate the raising and investing of cash in client accounts to support distributions, bill payments, and other liquidity needs.
Forecast and manage liquidity across client portfolios in collaboration with advisors.
Monitor pending and completed transactions to ensure accuracy and resolve discrepancies promptly.
Manage private capital activity, including capital calls, distributions, and valuation updates.
Coordinate with custodians, fund administrators, and internal teams to ensure accurate and timely processing of private investment transactions.
Maintain system integrity by ensuring accurate documentation and timely updates across platforms.
Respond to internal inquiries regarding cash availability, investment status, and transaction progress.
Support onboarding and client transition teams with funding-related tasks during new account setup.
Communicate clearly and professionally with internal stakeholders to ensure alignment and timely execution.

Benefits

Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance