Job Information
Emprise Bank Wealth Management Administrator - Wichita, KS in Wichita, Kansas
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
We are currently seeking a Wealth Management Administrator to join our Wealth Management team. The Wealth Management Administrator is responsible for delivering operational excellence, exceptional client service, and ensuring regulatory compliance in support of the Wealth Management team. The role will play a pivotal part in managing account processes, maintaining client records, and supporting both internal teams and external partners.
A successful candidate will have:
Strong attention to detail and accuracy in managing documents and client records.
Commitment to delivering exceptional, high-touch customer service.
Knowledge of regulatory requirements in the trust or financial services sector.
Proficiency in financial management systems and willing to learn new tools.
Excellent verbal and written communication skills.
Strong problem-solving abilities and creative solutions within regulatory guidelines.
Collaborative team player with experience supporting advisors and departments.
An understanding of and commitment to our values.
Essential functions of the role:
Operational Excellence
Streamline processes to minimize redundancies and enable efficient management of accounts and transactions
Reduce processing times for client setup, distributions, and account closures
Maintain precise and accurate documentation, account management, and reporting
Ensure accurate client records are updated and maintained in all relevant systems
Communicate effectively with internal departments and external partners to support trust operations
Process account transactions, including tax withholding and reporting
Assist in managing ticketing systems in collaboration with new vendor partnerships
Achieve proficiency in all trust department systems and tools
Client Experience
Engage in high-touch client interactions, offering guidance and tailored solutions
Deliver outstanding customer service, responding to all client queries within 24 hours
Take ownership of client needs from initiation to completion, ensuring responsiveness and care at every step
Compliance Integrity
Achieve and maintain near-zero compliance issues or audit findings by adhering to regulatory standards
Assist in the development and refinement of trust procedures to ensure operational accuracy and compliance
Support the balancing of internal and suspense accounts
Ensure all activities and transactions meet regulatory and procedural guidelines
Team Collaboration
Work closely with Wealth Advisors to improve client satisfaction and retention through timely communication, personalized service, and efficient issue resolution
Maintain open and continuous communication with the Wealth Management team to escalate issues, address challenges, and enhance client experience and operational efficiency
Assist with special projects as assigned by the Division Manager
Other duties as assigned within the scope and responsibility of the job
Requirements
High school diploma or equivalent required
Minimum of three years of prior administrative work in the financial industry (trust and investments experience preferred)
Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Strong verbal and written communication skills
Proficiency with large server based applications and typical desktop software
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at www.emprisebank.com.
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.