Tax Assistant - Commerce Trust

Commerce Bank•Kansas City, MO

4d•$21 - $25•Onsite

About The Position

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Basic knowledge of wealth management services and products
Demonstrate proficiency in or ability to quickly learn applicable systems, processes and programs
Demonstrated superior customer service skills and the ability to work independently
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 cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
High School Diploma or equivalent combination of education and experience required.
3+ years related experience in an office environment required

Nice To Haves

Associate’s degree preferred.

Responsibilities

Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior level
Keep organized department records and ensure departmental efficiencies
Create, maintain and edit documents, spreadsheets, and files.
Prepare routine correspondence and correspondence of a more confidential and complex nature
Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests
Perform administrative duties, including; coordinating supply needs, handling daily mail and shipping needs, preparing billing reports, keeping tax payment schedules, and handling cash movement
Perform other duties as assigned