Wealth Management Administrator

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.

The Wealth Management Administrator is responsible for delivering operational excellence, exceptional client service, and ensuring regulatory compliance in support of the Wealth Management team.

A successful candidate will have:

• Exemplary customer service experience


• Critical and analytical thinking skills


• Confident and articulate written and verbal communications skills


• Initiative and strong work ethic


• Strong attention to detail


• An understanding of and commitment to our values


• Attitude and aptitude to engage in continuous development
  
  
  
  

Essential functions of the role:

Operational Excellence

• Streamline processes to minimize redundancies and enable efficient management of accounts and transactions


• Reduce processing times for client setup, distributions, and account closures


• Maintain precise and accurate documentation, account management, and reporting


• Ensure accurate client records are updated and maintained in all relevant systems


• Communicate effectively with internal departments and external partners to support trust operations


• Process account transactions, including tax withholding and reporting


• Assist in managing ticketing systems in collaboration with new vendor partnerships


• Achieve proficiency in all trust department systems and tools

Client Experience

• Engage in high-touch client interactions, offering guidance and tailored solutions


• Deliver outstanding customer service, responding to all client queries within 24 hours


• Take ownership of client needs from initiation to completion, ensuring responsiveness and care at every step

Compliance Integrity

• Achieve and maintain near-zero compliance issues or audit findings by adhering to regulatory standards


• Assist in the development and refinement of trust procedures to ensure operational accuracy and compliance


• Support the balancing of internal and suspense accounts


• Ensure all activities and transactions meet regulatory and procedural guidelines

Team Collaboration

• Work closely with Wealth Advisors to improve client satisfaction and retention through timely communication, personalized service, and efficient issue resolution


• Maintain open and continuous communication with the Wealth Management team to escalate issues, address challenges, and enhance client experience and operational efficiency


• Assist with special projects as assigned by the Division Manager

Other duties as assigned within the scope and responsibility of the job

• High school diploma or equivalent required


• Minimum of three years of prior administrative work in the financial industry (trust and investments experience preferred)


• Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook


• Strong verbal and written communication skills


• Proficiency with large server based applications and typical desktop software
  

In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. 

At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.

To learn more, please visit our website at www.emprisebank.com.

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.

Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.