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Wealth Management Middle Office Administrator

Company: Commerce Bank
Location: Kansas City
Posted on: January 16, 2022

Job Description:

About Working at Commerce-- - Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.-- --- -No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest. About This Job The Wealth Management Middle Office Administrator II is a primary point of contact supporting our Private Client, Institutional Trust, Corporate Trust and Family Office service offerings within the Commerce Trust Company.-- - The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $61 billion in client assets.-- - The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. As a Wealth Management Middle Office Administrator II, your focus will be onboarding new accounts and providing account administration and terminations for Private Client, Institutional, Family Office, and Real Estate Administrators. This position plays a key role in how new customers form their first and ongoing impressions of the Trust Company. Essential FunctionsBuild and maintain relationships with internal departments and ensure a timely, complete and accurate processingWork closely and provide customer service to internal departments to facilitate the onboarding of new accountsProcess and perform quality review of new accountsEnsure appropriate controls are in place for all processes related to account onboarding, maintenance and terminationIdentify accounts with missing requirements, monitor accounts that are unfunded and collaborate with internal departments towards the resolution of outstanding issuesEnsure all compliance requirements have been met and all processing and coding is complete, timely, and accurateServe as a liaison between the Advisors and other departmentsSupport customers, drive process improvements, maintain documentation, and assist with projects and testingWork closely with other support teams within the Trust Company to resolve client transactions and with other Middle Office team members to assist/backup during high volumes or absenceServe as a resource to other team members providing training, answering questions and supporting management by helping drive the direction of the teamPerform other duties as assigned Knowledge Skills & Abilities RequiredIntermediate knowledge of the financial services industryAbility to independently resolve complex problems and identify and drive processesMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesAdvance level proficiency with Microsoft Word, Excel and Outlook Education & ExperienceBachelor's degree in Finance or Accounting or equivalent combination of education and experience required3+ years finance or investment management experience required Location: 811 Main St, Kansas City, Missouri 64105Time Type:Full time

Keywords: Commerce Bank, Kansas City , Wealth Management Middle Office Administrator, Executive , Kansas City, Kansas

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