Wealth Management Administrator

Emprise Bank 2 • Wichita, KS

2d

About The Position

The Wealth Management Administrator supports the Wealth Management team by delivering operational excellence, exceptional client service, and regulatory compliance. The role administers client accounts and transactions, maintains accurate records, coordinates account activity with internal and external partners, and helps improve workflows and procedures. It also serves as a primary contact for routine client needs and supports client meetings and communications in partnership with Wealth Advisors and the client team.

The administrator contributes to compliance and operational controls by following policies and regulatory standards, supporting reconciliations and audit requests, and assisting with trust procedure maintenance. The role also collaborates with colleagues, shares knowledge, provides team coverage, and contributes to Wealth Management initiatives and special projects. Other duties may be assigned within the scope and responsibility of the job.

Requirements

• High school diploma or equivalent required.
• At least three years of prior administrative work in the financial industry.
• Effective communication and organizational skills.
• Strong attention to detail.
• Microsoft Office proficiency.
• Ability to learn Wealth Management systems and workflows.
• Exemplary customer service experience.
• Critical and analytical thinking skills.
• Confident and articulate written and verbal communication skills.
• Initiative and a strong work ethic.
• Understanding of and commitment to the company's values.
• Attitude and aptitude for continuous development.

Nice To Haves

• Trust and investments experience preferred.

Responsibilities

• Identify and implement workflow improvements that reduce duplication and strengthen account and transaction administration.
• Update and maintain accurate client records in relevant systems.
• Coordinate client and account activity with Wealth Advisors, Portfolio Management, Trust Operations, internal partners, and external providers.
• Coordinate account openings, maintenance, transfers, distributions, tax-related requests, and closings according to established procedures.
• Assist in managing ticketing systems in collaboration with vendor partnerships.
• Develop proficiency in trust department systems and tools.
• Serve as a primary service contact for routine client needs, acknowledge requests within one business day, and coordinate timely resolution.
• Support client meetings, communications, scheduling, documentation, and follow-up with the Wealth Advisor and client team.
• Follow internal policies, processes, and regulatory standards to help maintain near-zero compliance issues or audit findings.
• Assist in developing and refining trust procedures for operational accuracy and compliance.
• Support account controls, reconciliations, audit requests, and procedure maintenance as assigned.
• Work with Wealth Advisors to improve client satisfaction and retention through timely communication, personalized service, and efficient issue resolution.
• Anticipate needs, resolve routine issues, and recommend solutions when escalation is required.
• Share knowledge, provide team coverage, and contribute to Wealth Management initiatives and special projects.
• Perform other duties as assigned within the scope and responsibility of the job.

Benefits

• Competitive salary and benefits.
• Professional growth.
• A rewarding and challenging environment.
• Opportunities to be involved in communities.
• A culture of integrity, passion, and success.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED