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ADMINISTRATOR - WEALTH - Administrative
INTRUST Bank, NA
INTRUST Bank, NA
 

Job Location: Wichita, KS
Job Type: Full-Time
Department: Administrative
Job Details
Description

At INTRUST Bank, relationships are at the core of all we do. Which is why we focus on fostering positive relationships not just with our customers, but also with each other. INTRUST Bank recognizes and celebrates employees for their individual character, value and potential, with a focus on developing the unique talents each team member brings to the table. Its something weve learned firsthand over the decades; focus on people, and the rest will fall into place to create an environment built on respect, understanding and most of all trust.

Job Summary: Work with clients in resolving issues related to various activities associated with trust and investment accounts. Provide administrative support to the Wealth Advisors & Trust Advisors in all aspects of the client experience. Coordinate and oversee workflow of client accounts. Promotes and fosters teamwork across all areas of INTRUST and is focused on delivering a high level of customer service to all. Must maintain strict standards of confidentiality, professionalism, and perform duties in a manner supporting INTRUSTs Character Qualities.

Essential Functions:
  • Provide administrative collaboration with Wealth & Trust Advisors in all aspects of the client experience.
  • Assist Advisors in goals based planning and execution.
  • Execute on day-to-day trust and investment management administration activities.
  • General knowledge in the areas of banking, estate, trust, conservatorship, irrevocable trust, IRA, investments, and goals based management.
  • Work effectively with Wealth Clients, Wealth staff, Compliance and Legal, and Quality Assurance Group.
  • Maintain professional conduct with outside contacts such as trust/estate planning attorneys, assisted-living facilities, and CPA firms, among other professionals in the community.

Education and Experience: Bachelors degree in area of business or related field with 2 -5 years previous trust & investment experience a plus. Direct experience with wealth management services, trust administration, and goals based management a plus.

Required Skills and Knowledge: Excellent client communication skills, both written and oral are a must. Must be able to effectively manage multiple tasks in a business setting.

Required Licenses and/or Certifications: Any industry designations specific to the Wealth Management business is a plus.

Physical Demands: Significant periods of time in an office/desk environment.

Working Conditions: Normal office environment.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individuals protected category constitutes a bona fide occupational qualification.



How To Apply:




INTRUST Bank, NA

We are an Equal Opportunity Employer.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
 
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