Wealth Management Operations Specialist
Sunflower Financial Inc.
Sunflower Bank, N.A. seeks a highly motivated individual to join our Wealth Management team as a full-time Wealth Management Account Administrator in Overland Park, Kansas. The role focuses on administering agency and custodial accounts, performing account reviews, and executing trades and transfers to support client objectives. Ideal candidates will have a bachelor’s degree in business/finance, strong analytical and communication skills, and the ability to manage time and priorities in a #J-18808-Ljbffr Sunflower Financial Inc.
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$19 - $21.9 per hour
Mercantil Commerce Bank in Kansas City is seeking a Wealth Management Bill Pay Associate to process bill payment transactions accurately and ensure compliance. Applicants should have a Bachelor's degree in Finance or Accounting and at least 2 years of experience in finance...SuggestedHourly pay$21.4 - $27.65 per hour
Commerce Trust is a division of Commerce Bank, offering wealth management services such as financial planning, estate and tax planning, investment management, private banking, and trust administration. We support ultra‑high net worth clients through dedicated Private Client...SuggestedHourly payFull time$21.4 - $27.65 per hour
## Trust Employee Benefits Operations Specialist - Wealth OperationsApplyremote type: Hybridlocations: MO - Kansas City Downtown/Plaza - Kansas City... ..., Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...Hourly payFull timeShift work$20 - $35 per hour
...through even when multiple tasks are in motion? Pinion Wealth is looking for a client-focused operations specialist who thrives on providing exceptional client... ...contact and deliver exceptional client experiences by managing a high volume of communications and service...Work at officeFlexible hoursShift work- A financial service provider is seeking a Wealth Management Operations Analyst in Overland Park, KS. This role ensures the compliance of operational processes supporting financial advisors and clients. Key responsibilities include account management, system oversight,...
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- Commerce Trust, located in Kansas City, is seeking a full-time employee to process pension benefit payments and maintain accurate pension records. The ideal candidate will possess strong customer service skills and experience in trust or financial services. Responsibilities...Full time
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- ...Corporate Events - Operations Specialist Company: Black & Veatch Family of Companies Location: Overland Park, KS, US The Corporate Events & Operations... ...with company culture, values, and employee‑owned mindset. Manage on‑site event coordination, including setup, teardown, and...Work at officeFlexible hoursAfternoon shift
- ...Hiring Fraud Operations Specialist Location: Overland Park, KS (Hybrid) Duration: 6-Month Contract (Potential Extension) Pay Rate: $22/hr on W2 Work Schedule: Hybrid 3 Days Onsite / 2 Days Remote (after training) Training Schedule: Monday Friday, 8:00 AM 5:00 PM CST (up...Contract workRemote workMonday to FridayFlexible hoursShift workWeekend work
- ...Title: Fraud Specialist/Fraud Operations Specialist I Duration: 6 Months+ (possibilities of extension) Location : 6160 Sprint... ...Conduct in depth analysis and/or investigations to identify and manage fraudulent activities. This includes customer...Work experience placementFlexible hoursNight shift
$63.5k - $85k
...and efficient processing within the area Manage liability to reduce risk of inaccurate... ...experience required 3+ years of Trust Operations Experience or equivalent required 2+ years... ...for the Supervisor, Trade Settlement - Wealth Operations or Senior Supervisor, Trade...Full timeMonday to FridayShift work- Adams Brown Trust Solutions INC in Overland Park, Kansas, is looking for a Trust Operations Support team member. In this role, you will be responsible for various operations tasks, including processing accounts payable and maintaining communication with trust stakeholders...Flexible hours
- TreviPay is seeking a Learning and Development Specialist—Operations to own durable enablement assets for Global Operations. You will design curriculum, develop materials, and manage the LMS lifecycle, ensuring role-specific guidance stays aligned with system changes. You...
- Underwriting Operations Specialist page is loaded Underwriting Operations Specialist Apply locations KS - 10801 Mastin Boulevard, Suite 1070... ...individuals with experience as assistant underwriters, account managers, raters, or underwriters. As we grow these positions will...Full time
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- AdamsBrown, LLC in Overland Park, Kansas, is looking for an individual to join their trust operations support team. The role involves daily administration of operations functions including trust desk, accounts payable, and beneficiary distributions. Candidates should have...Flexible hours
- ...Position Summary The individual in this position is part of the trust operations support team, participating in the daily administration of... ...skills Client service oriented Ability to quickly learn and manage new trust specific programs Perform several tasks concurrently...Monday to FridayFlexible hours
- ...supportive, collaborative, entrepreneurial environment. The Operations Enablement Specialist - Readiness & Delivery owns the per-release motion that... .../Skills Strong program coordination and change management skills; able to orchestrate readiness across multiple stakeholders...Work experience placementFlexible hours
- ...is seeking a highly proactive, detail‑oriented Compliance Operations Specialist (Legal and HR) to support the Compliance team. This highly... ...experience in compliance, legal operations, HR compliance, risk management, or other regulated environments (e.g., multi‑unit...Temporary workCasual workWork at officeLocal areaWork from homeFlexible hours
- ...fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Branch Operations Specialist to join their branch office in Leawood, KS. This role requires superior interpersonal skills...Work at officeHome office
- ...you belong here. Lockton’s Accounting Operations (AO) team is responsible for troubleshooting... ...closing tickets to fixing systems: Specialist Senior Specialist Analyst Senior Analyst... ...in Kansas City, MO within Lockton Management, LLC. At Lockton, you’ll join a culture...Permanent employmentShift work
- ...Responsibilities Lockton’s Accounting Operations (AO) team troubleshoots and prevents errors in daily accounting operations. As a member... ...You will progress from closing tickets to fixing systems: Specialist → Senior Specialist → Analyst → Senior Analyst. Competencies expand...Permanent employment
- ...please refer to Position Summary We are seeking a Warehouse Operations Specialist to support our Director of Order Fulfillment. This role is... ...warehouse operations, including customer service, backlog management, quality control, employee scheduling and order expediting....Temporary work
- Ericsson GmbH in Overland Park, Kansas is seeking a Hyperscaler Operations Support professional to assist a Data Center Technician organization. This role involves coordinating operations, developing reports with Excel and Power BI, and ensuring data-driven decision-making...
- ...company in Overland Park is seeking an experienced Intermodal Specialist to oversee intermodal transportation processes. The... ...providing excellent customer service while ensuring compliance and operational efficiency. With at least one year of experience and a relevant...
- Enterprise Bank & Trust is seeking a Senior Loan Coordinator in Shawnee, Kansas, responsible for maintaining data integrity of customer and loan information, assisting with loan requests, and serving as a liaison between departments. The ideal candidate will have excellent...
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