What are the responsibilities and job description for the Wealth Management Administrator position at Emprise Bank 2?
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.
The Wealth Management Administrator is responsible for delivering operational excellence, exceptional client service, and ensuring regulatory compliance in support of the Wealth Management team.
A successful candidate will have:
- Exemplary customer service experience
- Critical and analytical thinking skills
- Confident and articulate written and verbal communications skills
- Initiative and strong work ethic
- Strong attention to detail
- An understanding of and commitment to our values
- Attitude and aptitude to engage in continuous development
Essential functions of the role:
Operational Excellence
• Identify and implement workflow improvements that reduce duplication and strengthen
account and transaction administration.
• Ensure accurate client records are updated and maintained in all relevant systems.
• Coordinate with Wealth Advisor, Portfolio Management, Trust Operations, internal
partners, and external providers to complete client and account activity.
• Coordinate account opening, maintenance, transfers, distributions, tax-related requests,
and closings in accordance with established procedures.
• Assist in managing ticketing systems in collaboration with vendor partnerships.
• Achieve proficiency in all trust department systems and tools.
Client Experience
• Serve as a primary service contact for routine client needs, acknowledging requests
within one business day and coordinating timely resolution.
• Support client meetings, communications, scheduling, documentation, and follow-up in
partnership with the Wealth Advisor and client team.
Compliance Integrity
• Achieve and maintain near-zero compliance issues or audit findings by adhering to
internal policy, process, and regulatory standards.
• Assist in the development and refinement of trust procedures to ensure operational
accuracy and compliance.
• Support account controls, reconciliations, audit requests, and procedure maintenance
as assigned
Team Collaboration
• Work closely with Wealth Advisors to improve client satisfaction and retention through
timely communication, personalized service, and efficient issue resolution.
• Anticipate needs, resolve routine issues, and bring forward recommended solutions
when escalation is required.
• Share knowledge, provide team coverage, and contribute to Wealth Management
initiatives and special projects
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)
- Effective communication, organization, attention to detail, Microsoft Office proficiency,and ability to learn Wealth Management systems and workflows.
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.
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.