Wealth Management Transaction Specialist

Job Category: Operations

• Full-Time
• On-site

At Security National Bank, we believe something simple but powerful: everything matters, because people matter. Every conversation, every decision, and every relationship is an opportunity to make a meaningful impact. If you’re passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you’ll find purpose and opportunity here.

As a Wealth Management Transaction Specialist, you'll play a critical role in supporting the daily operations of our Wealth Management Operations Department. This position ensures the accurate processing of trust account transactions, remittances, cash management activities, and reporting functions that serve both Security National Bank of Sioux City and Security National Bank of South Dakota. You'll work closely with trust administrators, investment professionals, and customers to support efficient operations while maintaining the accuracy and integrity of trust account records.

• Process general remittances and schedule disbursements and liabilities for trust accounts.
• Process liability transactions and promissory notes.
• Post income not related to assets, including scheduled receipts.
• Produce and distribute checks for trust-related transactions.
• Process and distribute trade advices to customers.
• Support cash management functions and account administration activities.
• Balance and verify daily batch input.
• 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 to ensure timely and accurate service for trust customers.
• Maintain accurate records and documentation within department systems.

• Edit and maintain imaged files and records.
• Process pension payouts, including withholding transfers.
• Coordinate annual distribution of W-4P forms and related customer communications.
• Support departmental projects and additional operational needs as assigned.

• High school diploma or equivalent required; associate's or bachelor's degree in business, accounting, finance, or a related field preferred.
• Previous banking, trust operations, accounting, financial services, or administrative experience preferred.
• Experience working with transaction processing, reconciliations, or account servicing is a plus.

• Strong computer proficiency with the ability to learn and navigate multiple systems.
• Working knowledge of Microsoft Word and Excel.
• Ability to accurately process transactions 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 while collaborating effectively with team members.

At Security National Bank, you'll be part of a team that values accuracy, service, and strong relationships. The work performed within Wealth Management Operations directly supports our customers, advisors, and trust professionals,…