What are the responsibilities and job description for the Wealth Management Administrator position at Emprise Bank?
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:
- Identify and implement workflow improvements that reduce duplication and strengthen
- Ensure accurate client records are updated and maintained in all relevant systems.
- Coordinate with Wealth Advisor, Portfolio Management, Trust Operations, internal
- Coordinate account opening, maintenance, transfers, distributions, tax-related requests,
- 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
- Support client meetings, communications, scheduling, documentation, and follow-up in
Compliance Integrity
- Achieve and maintain near-zero compliance issues or audit findings by adhering to
- Assist in the development and refinement of trust procedures to ensure operational
- Support account controls, reconciliations, audit requests, and procedure maintenance
Team Collaboration
- Work closely with Wealth Advisors to improve client satisfaction and retention through
- Anticipate needs, resolve routine issues, and bring forward recommended solutions
- Share knowledge, provide team coverage, and contribute to Wealth Management
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 (http://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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $46,561 - $66,619