Wealth Management Transaction Specialist

Security National Bank•Sioux City, IA

14h•Onsite

About The Position

The Wealth Management Transaction Specialist supports the daily operations of Security National Bank’s Wealth Management Operations Department. The role ensures accurate processing of trust account transactions, remittances, cash management activities, and reporting for Security National Bank of Sioux City and Security National Bank of South Dakota. The specialist works with trust administrators, investment professionals, and customers to support efficient operations and maintain accurate, reliable trust account records.

Requirements

High school diploma or equivalent required.
Strong computer proficiency and ability to learn and navigate multiple systems.
Working knowledge of Microsoft Word and Excel.
Ability to process transactions accurately and maintain detailed records.
Strong numerical aptitude and reconciliation skills.
Excellent verbal, written, and interpersonal communication skills.
Strong organizational and time-management abilities.
Exceptional attention to detail and commitment to accuracy.
Ability to manage multiple priorities while meeting deadlines.
Strong problem-solving and research skills.
Ability to work independently and collaborate effectively with team members.

Nice To Haves

Associate's or bachelor's degree in business, accounting, finance, or a related field.
Previous banking, trust operations, accounting, financial services, or administrative experience.
Experience with transaction processing, reconciliations, or account servicing.

Responsibilities

Process general remittances and schedule trust-account disbursements and liabilities.
Process liability transactions and promissory notes.
Post non-asset income, including scheduled receipts.
Produce and distribute checks for trust-related transactions.
Process and distribute trade advices to customers.
Support cash management and account administration activities.
Balance and verify daily batch input.
Prepare daily bank deposits.
Retrieve, distribute, and maintain periodic reports and documents.
Complete month-end and year-end processing activities.
Update account review data and distribute memo ticklers.
Sort and distribute Investment Reviews and Administrative Reviews.
Assist Trust Administration with customer inquiries and research requests.
Provide operational support for timely and accurate service to trust customers.
Maintain accurate records and documentation in department systems.
Edit and maintain imaged files and records.
Process pension payouts, including withholding transfers.
Coordinate the annual distribution of W-4P forms and related customer communications.
Support departmental projects and other operational needs as assigned.