Wealth Trust Operations Specialist
Hawthorn Bank
Hawthorn Bank in Overland Park is seeking a Trust Operations Support Specialist to assist in various trust operations functions, including account management and compliance. Ideal candidates should have at least three years of relevant experience and strong organizational skills. The role involves a variety of tasks including transaction processing, working closely with trust management, and assisting with tax documentation. Applicants must possess a high school diploma or GED and be able to communicate effectively with clients and internal teams. #J-18808-Ljbffr Hawthorn Bank
$21.4 - $27.65 per hour
## Trust Employee Benefits Operations Specialist - Wealth OperationsApplyremote type: Hybridlocations: MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time type: Full timeposted on: Posted Todayjob requisition id: 38120**About...SuggestedHourly payFull timeShift work- ...Position Summary The individual in this position is part of the trust operations support team, participating in the daily administration of operations functions including but not limited to: trust operations desk, accounts payable, deposits, receivables and beneficiary...SuggestedMonday to FridayFlexible hours
- 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...SuggestedFlexible hours
- 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...SuggestedFlexible hours
- Dormont Manufacturing Co is seeking a Wealth Management Operations Analyst to ensure the accuracy and efficiency of operational processes for financial advisors and clients. This role is critical in overseeing account set-up, system integrity, and transaction processing...Suggested
- UMB Financial Corporation in Kansas City is seeking a qualified candidate for a role in Private Wealth Management to ensure effective operational procedures and provide quality service to clients. This role requires strong communication and organizational skills, with a...Work at office
- Midwest-Trust-Company in Overland Park, Kansas, seeks a Middle Office Associate responsible for supporting Trust Officers with operational activities, including onboarding, account maintenance, and reporting. The ideal candidate will exhibit strong organizational skills...Work at office
- ...everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store... ...and accountability with other team members. Be trusted with sensitive or confidential information, keeping with Apple...Local areaRelocationNight shift
- ...Branch Operations Specialist Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer... ...finance), equity & fixed income research, market making, trust services and investment advisory and asset management services...Work at officeHome office
- Mercantil Commerce Bank is seeking a Trust Employee Benefits Operations Specialist in Kansas City to process pension benefit payments and maintain accurate records. The role requires strong customer service skills and problem-solving abilities, alongside an Associate’s...Full time
$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...Hourly pay$63.5k - $85k
Supervisor, Trade Settlement - Wealth OperationsSkip to main content#Supervisor, Trade Settlement - Wealth Operations page is loaded## Supervisor, Trade Settlement - Wealth OperationsApplylocations... ...Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time type: Full...Monday to FridayShift work- Wealth Management Operations Analyst page is loaded## Wealth Management Operations Analystlocations: RIA-Overland Park, KStime type: Full timeposted on: Posted Todayjob requisition id: R8605*We understand that pursuing a new job is a big deal. Maybe you’re afraid you won...For contractorsWork at officeVisa sponsorshipWork visaShift 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,...
- ...setup cultivates casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where innovation... ...is seeking a highly proactive, detail‑oriented Compliance Operations Specialist (Legal and HR) to support the Compliance team. This highly...Temporary workCasual workWork at officeLocal areaWork from homeFlexible hours
$60k - $67k
...meaningful impact? At Prosperity Advisors , we’re looking for a Program Operations Associate to help drive firm-wide initiatives that enhance our... ...at every stage of life—from first‑time investors to seasoned wealth builders. Our approach combines personalized financial...Temporary workLocal areaFlexible hours- Enterprise Bank & Trust in Overland Park, Kansas, is seeking a Senior Loan Coordinator. This position involves ensuring data integrity in loan applications and supporting Relationship Managers in generating and managing loan requests. The ideal candidate will possess excellent...
- Enterprise Bank & Trust in Olathe, Kansas is seeking a Senior Loan Coordinator who will be accountable for maintaining the integrity of customer and loan data. The role involves close collaboration with Relationship Managers and acting as the primary point of contact for...
- 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...
- ...leverages technology, data intelligence, and operational excellence to drive clarity, growth, and... .... We are looking for an Operations Specialist to join our growing team! Day To Day... ...outings. Put People First - We believe trust is the foundation of all relationships....Temporary workPart timeMonday to FridayShift work
- ...Legal Technology And Ai Specialist It's exhilarating to find yourself at a pivotal moment in historyand even more so to be leading... ...by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition...WorldwideFlexible hours
- ...Job Description This role will be hybrid, 3 days office/2 days remote after training is complete. Shift is 9-6pm CST. Hours of operation Mon-Fri 9:30-6:30 CST and Saturday 8:00AM to 5:00PM CST. Training hours will be 8:00-5:00 CST. Must be able to work flexible schedule...Work experience placementWork at officeRemote workFlexible hoursShift workNight 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
$47.1k - $68.6k
...Investigations is an essential part of operations as it assists UMB’s clients ensuring their... ...to where they need to be. As Operations Specialists , you will support and manage the day‑to... ...Clearing Corporation (NSCC), Depository Trust Company (DTCC), domestic bank accounts...Local areaRemote workFlexible hours$54.22k - $79.02k
About the Role The Private Wealth Management team serves to manage, protect and grow. As... ...peace of mind. Responsibilities Execute operational procedures accurately and promptly.... ...institution. Bonus: Knowledge of Personal Trust, Custody, and Investment management service...Work at officeLocal areaFlexible hours- New York Life seeks a Fund Support Specialist in Overland Park, Kansas, to ensure accurate fund valuations and maintain data integrity. This role involves complex fund-related analysis and requires a strong background in financial services. The ideal candidate will have...
- ..., barndominiums, cabins, and pavilions. Operate and maintain milling equipment to ensure... ...Looks Like Success as a Mill Operations Specialist means producing consistently accurate, high... ...handling, and fabrication, becoming a trusted, versatile contributor whose work...Live in
- Underwriting Operations Specialist page is loaded Underwriting Operations Specialist Apply locations KS - 10801 Mastin Boulevard, Suite 1070, Overland Park time type Full time posted on Posted Yesterday job requisition id 2507-0538 We’re thrilled that you are interested...Full time
$15 - $20 per hour
...Job Summary Our client is seeking a Fraud Operations Specialist II to support investigative and compliance‑related activities involving policy violations, customer privacy concerns, and other sensitive business matters. This individual will conduct investigations, analyze...Hourly payWork at office3 days per week- Client Operations Specialist - Renewals (COS‑R) The role supports Client Managers and Client Directors in the Great Lakes region to manage recurring... ...requests (required). Ability to build relationships and trust with internal and external partners/clients (required)....Remote jobWork at officeLocal areaWork from home
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