Senior Administrator - Wealth

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay

• Generous time off

• Employees receive three weeks of paid vacation plus 11 paid holidays each year.

• Paid time off to volunteer in the community.

• Paid employee and family sick leave - two weeks upon hire with monthly accruals.

• Paid parental leave.

• 401(k) plan with 6% employer match and 100% immediately vested.

• 3% non-elective company contribution; non-elective contribution vested after 3 years of service.

• Career growth and development resources

• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.

• Banking benefits

• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: Collaborate with clients to effectively address and resolve issues pertaining to a wide range of trust and investment account activities. Deliver comprehensive administrative support to ensure a seamless client experience for the Wealth Advisory teams. Efficiently manage and supervise the workflow of client accounts. Proactively generate innovative ideas to enhance business operations and propose effective solutions for process improvement. Demonstrate proficiency in diverse system and product applications while providing valuable support. Promote an environment of teamwork within the department and across the bank. Represent INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's Character Qualities.

Essential Functions:

• All expectations described in the job description's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Provide administrative collaboration with Wealth Advisory Team in all aspects of the client experience.

• Assist Advisory Team in goals-based planning and execution.

• Execute on day-to-day trust and investment management administration activities.

• General knowledge in the areas of banking, estate, trust, conservatorship, irrevocable trust, IRA, investments, goals-based asset management and financial planning.

• Assist advisor and strategist in generating and executing ideas to enhance client experience and develop new business.

• Higher level of involvement executing bank wide initiatives offering support alongside Admin Supervisor.

• Support Admin Supervisor in the training and development of new administrative team members.

• Provide critical thinking to improve and promote a team approach for all client relationships.

• Work effectively with Wealth Clients, Wealth staff, Compliance and Legal, and Quality Assurance Group.

• Maintain professional conduct with outside contacts such as trust/estate planning attorneys, assisted-living facilities, and CPA firms, among other professionals in the community.

Education and Experience: Bachelor's degree in area of business or related field with 5 -10 years previous trust and/or investment experience a plus. Direct experience with wealth management services, trust administration and goals-based asset management.

Required Skills and Knowledge: Excellent client communication skills, both written and oral are a must. Must be able to effectively manage multiple tasks in a business setting.

Required Licenses and/or Certifications: Any industry designations specific to the Wealth Management business is a plus.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.