Wealth Management Account Administrator

At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full‑time Wealth Management Account Administrator at our Overland Park, KS location.

• Administration of agency and custodial account relationships
• Account reviews
• Trade and asset allocation changes
• Transaction processing – coordinate money movements, wires, transfers, disbursements, and contributions
• Client servicing
• Maintain and manage client accounts, ensuring all documentation is accurate and compliant
• Assist in onboarding new clients, prepare and review onboarding forms, and ensure a smooth transition of accounts and services
• Attend regularly scheduled Wealth Management team meetings
• Work with other wealth team members to achieve daily, weekly, and monthly goals
• 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

• Bachelor’s Degree in business, finance, or other related field preferred
• Exceptional reasoning and judgment 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

• 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 associate perks & incentives

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

EOE/AA:
Minorities/Females/Disabled/Vets

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