Wealth Management Account Administrator

Sunflower Bank NA•Scottsdale, AZ

About The Position

At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Account Administrator at our Scottsdale, AZ location. Description: The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in the delivery of high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client focused, and have exceptional communication 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.

Requirements

Exceptional reasoning and judgement skills
Exceptional detail and organization skills
Time management skills
Excellent oral and written communication skills
Must have a professional appearance and manner
Must be able to work flexible hours
Some travel may be required

Nice To Haves

Bachelors Degree in business, finance or other related field preferred

Responsibilities

Administration of agency and custodial account relationships:
Account Reviews
Trade and asset allocation changes
Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions
Client servicing
Maintain and manage client accounts, ensuring all documentation is accurate and complaint
Assist in onboarding new clients, prepare and review onboarding forms and ensure a smooth transition of accounts and services.
Attend regularly scheduled Wealth Management team meetings.
Working with other wealth team members to achieve daily, weekly and monthly goals.
Effectively manage time by prioritizing urgent tasks.
Attend all training as requested to increase administration knowledge.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.