Wealth Management Account Administrator
Job in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-08-22
Listing for:
Sunflower Financial Inc.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Compliance, Banking Operations, Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below
Sunflower Bank, N.A. seeks an energetic, highly motivated individual to fill the full‑time Wealth Management Account Administrator position at the Wichita, KS location.
OverviewWe are a full‑service financial institution committed to serving our communities and supporting our team members. This role supports investment advisors and clients by managing client investment accounts through administration, onboarding, and transaction processing.
Responsibilities- 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
EOE/AA:
Minorities/Females/Disabled/Vets
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