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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Operations Specialist in Overland Park, KS vacancy
- Commerce Bank's Wealth Management division is seeking an IRA Associate in Kansas City to provide servicing and processing for time-sensitive, high-risk IRA transactions for Private Client Advisors, ensuring timely, accurate processing. You will collaborate with Private...Suggested
- Commerce Bank in Kansas City, MO is seeking a Wealth Management IRA Associate to provide servicing and processing for time sensitive IRA transactions for Private Client Advisors. You will build relationships, deliver timely support, and ensure accuracy across distributions...Suggested
- Commerce Bank is hiring a Reconciliation Specialist - Wealth Operations to execute daily, weekly, and monthly reconciliations across general and medium-range accounting activities. The role supports multiple product lines and requires attention to detail and strong analytical...SuggestedWork at office2 days per week
$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$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...SuggestedWork at officeFlexible hoursShift work- ...of innovation, QTS designs, builds and operates some of the world’s most advanced, forward... ...You Are:The Legal Technology and AI Specialist will support the development, implementation... ...solutions across the full project management lifecycle (planning, testing, implementation...
- ...to use.The OpportunityThe O&M Substation specialist is responsible for providing technical... ...situations in coordination with the project manager. Ancillary duties include electrical and... ...lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...perspectives to use.The Opportunity We’re seeking a Product Operations Delivery Specialist to own and drive the training, implementation, and... ...operational excellence through delivery governance, metrics management and ServiceNow Strategic Portfolio Management (SPM) processes...Part timeWork experience placementVisa sponsorshipFlexible hours
- ...Associate is a highly skilled investment operations support professional responsible for... ...Accounting, Custody Operations, Investment Management, and external financial institutions to... ...priorities within a fast-paced trust and wealth management environment.Essential Duties/...Work at office
MTC Holding Corporation
Overland Park, KS3 days ago - ...solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity... ...join our Infrastructure Advisory organization as a Senior Specialist to deliver various operations and maintenance related projects...Contract workWork experience placementWork at officeFlexible hours
Black & Veatch Family of Companies
Overland Park, KS18 days ago - ...Operations Specialist We're thrilled that you are interested in joining us here at the Amynta Group! The Operations Specialist is a key... ...with experience as assistant underwriters, account managers, raters, or underwriters. As we grow these positions will career...
Amynta Group
Overland Park, KS1 day ago - ...Branch Operations Specialist Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer... ...making, trust services and investment advisory and asset management services. The firm is seeking a Branch Operations...Work at officeHome office
Oppenheimer & Co.
Leawood, KS1 day ago $40k - $65k
...headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We... .... Partner with advisors as the primary operational resource to determine and complete actions... ...the advisor’s book of business while managing time effectively and developing new competencies...Temporary workWork at officeFlexible hoursCarson Group Holdings LLC
Leawood, KS1 day ago- ...their schedule and meet their deadline. With our extensive network of the industry’s top carriers and leading edge Transportation Management Software, our customers get great rates on adaptive shipping solutions with regular, real-time updates on their shipments while...Work experience placementWork at office
Sims Global Solutions LLC
Lenexa, KS20 days ago - 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...
- ...day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment. The Operations Enablement Specialist - Content & Curriculum owns the durable enablement assets that allow Global Operations to execute accurately and...Work experience placementFlexible 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
- AdaptHealth is seeking an Operations Specialist to support patient care and drive operational excellence in our home medical equipment business. You will help optimize workflows, verify documentation, and navigate EMR systems to ensure accurate patient and authorization...
$18 - $21 per hour
...Innovation Responsible Environmental Stewardship About The Role Operations Specialist - Driving The Operations Specialist role is one that... ...operational performance Meet quality and performance metrics while managing multiple priorities Deliver, set up, and educate patients...Temporary workWork experience placementWork at officeFlexible hours- LHH seeks a detail-oriented Trust Coordinator in the Kansas City region to support the administration of trust accounts and fiduciary services. You will work with clients, attorneys, financial advisors, and trust officers to ensure accurate processing and exceptional service...
$17.72 - $26.58 per hour
Operations Specialist TierPoint is seeking an Operations Specialist who will play a vital role in providing high quality customer service and supporting internal and external communication. Ideal candidates will have experience providing customer service in general administrative...Full timeCasual workWork at officeShift workNight shift- ...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...
- Job Title : Fraud Specialist/Fraud Operations Specialist II Duration : 5+ Months Work Arrangement Hybrid - 4 days/week onsite to start. Resource... ...Microsoft Office Suite Experience with ticket and case management systems Basic data analysis and reporting skills What Does...Work experience placementWork at office3 days per week
- .... What You’ll Be Doing The Deposit Operations Business Systems Specialist supports the daily maintenance, monitoring... ...follow established procedures and manage routine, recurring tasks. Develop... ...thinking like a start‑up. We are a global wealth management and investment banking...Work at office
- ...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
ECS Limited
Lenexa, KS4 days ago - ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor and leader in the top−secret Combat Information Center. From the ocean surface, to outer space, you have a complete picture...Full timePart timeWorldwideOverseasNight shift
U.S. Navy
Overland Park, KS2 days ago - ...Job Title: Maintenance Technician/Plant Operations Associate Reports to: Director of Plant Operations FLSA Status: Non-Exempt... ...maintain plumbing fixtures such as toilets, urinals, and sinks. Manage routine maintenance and repairs. Performs other duties...Full timeFor contractorsShift work
Evolve Op Payroll
Overland Park, KS1 day ago - ...Description Description: The Reconciliation Specialist is a member of the Technology and... ...to our clients through effective operational system support. Essential Duties/... ...recovery tests ¨ Responsible to keep manager informed of issues impacting team Maintain...Work at officeWeekend work
MTC Holding Corporation
Leawood, KSa month ago - Shamrock Trading Corporation is seeking a Technical Marketing Specialist in Overland Park, KS to manage marketing technology, integrations, tracking and automation powering customer acquisition and reporting. You will partner with cross-functional teams to ensure visibility...
- ...talent, expertise and resources to plan, design, engineer, manage, conduct maintenance on and construct projects. QISG leverages... ...results for our clients. About This Role The Project Operations Specialist will support both project operations and legal departments during...Work experience placementFor subcontractorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Operations Specialist. Be the first to apply!
Related searches
- bank operations specialist Overland Park, KS
- field operations specialist Overland Park, KS
- provider operations coordinator Overland Park, KS
- flight operations specialist Overland Park, KS
- people operations specialist Overland Park, KS
- operations specialist Overland Park, KS
- it operations coordinator Overland Park, KS
- operations coordinator Overland Park, KS
- operations associate Overland Park, KS
- aviation operations specialist Overland Park, KS