Wealth Management Financial Associate
1 week ago
Sunflower Bank, N.A. is seeking a highly motivated and detail-oriented individual to fill the position of a full-time Wealth Management Account Administrator at our location. This role requires excellent leadership, communication, sales, and project management skills to positively interact with all divisions of Sunflower Bank, N.A. and develop goals in accordance with management parameters.
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.
About the Role:
This position offers an estimated salary range of $45,000 - $65,000 annually, based on knowledge, skills, abilities, experience, and location. Benefits include 401(k) Plan with 6% Match, Health/Dental/Vision Insurance, Company-paid Life Insurance, Tuition Reimbursement, Fitness Reimbursement, Paid Time Off, Volunteer Leave, and Paid Holidays.
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