Utility Specialist Accounting - Wealth Operations

Commerce Bank • Kansas City, MO

3d • $23 - $31 • Onsite

About The Position

The main purpose of this job is to coordinate and provide processing of backup during periods of high volume and staff absences for various functions of higher complexity.

Requirements

• Intermediate knowledge of banking industry and wealth management operations, including best practices and regulations of reconciliations
• Strong analytical and critical thinking skills with ability to solve challenging issues and make decisions
• Ability to train team members on department processes
• Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
• 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, Teams, and Outlook
• Associate’s degree or equivalent combination of education and experience required
• 2+ years financial services industry related experience required
• Level of role is determined by knowledge, experience, skills, abilities, and education

Responsibilities

• Process all daily wealth accounting processes, ensuring accuracy and timeliness
• Perform end of day balancing routines, publish projected cash for final balancing daily as needed and monitor and post entries
• Assist internal customers with processing questions as needed
• Research and clear reconciliation outage
• Assist department leadership to ensure processes and audits are completed timely and accurately
• Serve as a backup during periods of high volume and/or staffing deficiencies
• Train and develop team members in the assigned area of procedures and knowledge behind the procedures
• Learn tasks independently using a wide variety of systems and procedures
• Perform analysis on department data to identify trends and root causes to enhance the overall client experience
• Independently assist department leadership with reporting as needed
• Perform other duties as assigned

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees