Description

We are seeking a dynamic and motivated individual to join our team as a full-time Wealth Management Account Administrator. This position is based in one of our Colorado offices and is not available for remote work. If you have a passion for wealth management and a strong background in investment assets, we would love to hear from you!

Company Culture and Environment

We strive to be more than just a bank; we aim to be the financial backbone of our clients’ lives, which is reflected in our dedicated team and commitment to excellence.

Career Growth and Development Opportunities

This role includes opportunities for professional development through training sessions that enhance your knowledge of wealth management administration.

Detailed Benefits and Perks

• 401(k) Plan with a 6% Match
• Health, Dental, and Vision Insurance
• Company-Paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off and Volunteer Leave
• Paid Holidays
• And many more employee perks and incentives!

Compensation and Benefits

Salary: \(65,000 - \)70,000 (based on experience) + Incentive Plan

Why you should apply for this position today

This role offers an exciting opportunity to contribute significantly to wealth management and client relationships. Join a dedicated team with a strong commitment to excellence and make a meaningful impact in our clients’ financial lives.

Skills

• Strong reasoning and judgment skills
• Exceptional attention to detail and organizational abilities
• Excellent time management skills
• Outstanding oral and written communication skills
• Professional appearance and demeanor
• Flexibility to work varying hours as needed
• Willingness to travel occasionally
• Must be bondable

Responsibilities

• Conduct thorough account reviews and authorize trades and realignments
• Prepare and process paperwork for new and closing accounts
• Approve cash disbursements and serve as the primary contact for client relationships
• Actively participate in regular Wealth Management team meetings
• Collaborate with team members to meet daily, weekly, and monthly goals
• Develop and implement processes to ensure exceptional client account administration
• Effectively manage your time and prioritize urgent tasks
• Attend training sessions to enhance your knowledge of wealth management administration
• Adhere to industry laws, regulations, and internal policies
• Uphold Fair and Responsible Banking practices and the Code of Ethics and Conduct
• Engage in the Bank’s Community Reinvestment Act program
• Perform additional duties as assigned

Qualifications

• A Bachelor’s Degree in business, finance, or a related field is preferred
• Strong reasoning and judgment skills
• Exceptional attention to detail and organizational abilities
• Excellent time management skills
• Outstanding oral and written communication skills
• A professional appearance and demeanor
• Flexibility to work varying hours as needed
• Willingness to travel occasionally
• Must be bondable

Education Requirements

• Bachelor’s Degree in business, finance, or a related field is preferred

Education Requirements Credential Category

Bachelor’s Degree

Experience Requirements

Prior experience in wealth management or financial services is preferred, though specific years of experience are not mentioned.

Why work in Denver, CO

Denver offers a vibrant lifestyle with stunning natural scenery, a thriving job market, and a rich cultural scene. Residents enjoy numerous outdoor activities, diverse culinary experiences, and a welcoming community, making it an attractive place to live and work.