Wealth Management Account Administrator

7 days ago

Scottsdale, United States Sunflower Bank Full time
Job DescriptionJob DescriptionDescription:

Sunflower Bank 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.


This position will require to be local to Scottsdale, AZ


Summary

The Wealth Management Account Administrator must have exceptional leadership, communication, sales 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.


Pay is dependent on knowledge, skills, abilities, experience, and location.


Primary Responsibilities

  • Administration of trust and agency account relationships including:
  • Account reviews
  • Trade and realignment authorizations
  • Prepare and process new account and closing account paperwork
  • Cash disbursement approvals
  • Client lead contact and relationship manager
  • Attend regularly scheduled Wealth Management team meetings.

Addtionally

  • Work with other wealth team members to achieve daily, weekly and monthly goals.
  • Develop processes and procedures to ensure superb client account administration.
  • 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.

Education / Experience

  • Bachelors Degree in business, finance or other related field preferred
  • 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
  • Must be bondable.


Sunflower Bank Benefits


Employees enjoy outstanding benefits, including:

  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more employee perks & incentives

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.


If you qualify, apply online at www.sunflowerbank.com/careers.


You’ve never worked anyplace like Sunflower Bank


EOE/AA: Minorities/Females/Disabled/Vets


Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.


If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Requirements:


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