Sunflower Bank - Wealth Management Agency Administrator Specialist

Description:

The Wealth Management Agency Administrator Specialist must have exceptional leadership, communication, sales and time and project management skills.   This position must have a working knowledge of Wealth Management operations, the ability to positively interact with all divisions of Sunflower Bank, N.A. to develop and achieve goals in accordance with the parameters defined by management.

  • Administration of all agency account relationships:
    • Account reviews
    • Trade and realignment authorizations
    • Cash disbursement approvals over $5,000
    • Client lead contact and relationships manager
    • Proactive opportunities planning and review with client at least annually for accounts over $500k
    • Performance reporting letter at least quarterly for accounts over $500k
  • Participate as a (voting or non-voting) member of the Investment Committee for monthly updates on portfolio or economic briefings and discussion
  • Participate as a (voting or non-voting) member of the Trust Committee for monthly review of Account Administration, Exception reporting and other various items
  • Develop processes and procedures to ensure superb client account administration
  • Attend all training as requested to increase administration knowledge
  • Other duties as assigned

Job Type: Full-Time    Expiration Date: 11/30/2013
Contact Information
LocationContactAddressPhoneMobileFaxEmail
SalinaHRP.O. Box 800785-827-5564