Wealth Management Account Administrator

Overview At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Job Type Full‑time Position Wealth Management Account Administrator – Scottsdale, AZ Role Summary The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in delivering high‑quality wealth management services. This position is responsible for administrative duties related to opening, maintaining, and servicing client investment accounts. The role requires detail orientation, client focus, and exceptional communication and project management skills. Responsibilities Administration of agency and custodial account relationships Account reviews Trade and asset allocation changes Transaction processing: coordinate money movements, wires, transfers, disbursements, and contributions Client servicing Maintain and manage client accounts, ensuring all documentation is accurate and compliant Assist in onboarding new clients, prepare and review onboarding forms, and ensure a smooth transition of accounts and services Attend regularly scheduled Wealth Management team meetings Work with other wealth team members to achieve daily, weekly, and monthly goals Effectively manage time by prioritizing urgent tasks Attend all training as requested to increase administration knowledge Perform the job in accordance with applicable industry laws and regulations as well as company policies and procedures Uphold Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines Understand and participate in the Bank’s Community Reinvestment Act program Perform other duties as assigned Education & Experience Bachelor's degree in business, finance, or other related field (preferred) Exceptional reasoning and judgment skills Exceptional detail and organization skills Time management skills Excellent oral and written communication skills Professional appearance and manner Ability to work flexible hours Some travel may be required Benefits Sunflower Bank benefits include: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% match Health/Dental/Vision insurance Company‑paid life insurance Tuition reimbursement Fitness reimbursement Paid time off Volunteer leave Paid holidays Plus many more associate perks & incentives Equal Opportunity Employer EOE/AA: Minorities/Females/Disabled/Vets Notice to California Residents If you are a California resident, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location‑specific notices is available on our privacy policy. #J-18808-Ljbffr Sunflower Bank Mortgage Lending