Wealth Management Senior Utility Specialist

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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 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 excellent service.

Candidate must have desired career path in a Leadership Role and a desire to learn all facets of Securities Processing. As a Wealth Management Senior Utility Specialist, you will gain visibility to many different levels of Management by assisting front line Managers in monthly, quarterly, and annual reporting responsibilities. Additional opportunity to build relationships within the different Securities Processing teams by coaching, leading projects and by developing peer associates in areas of efficiency and process improvement. Innovation and Strategic thinking will align the you with the Core Values of the Securities Processing Team and the Commerce Trust Company's overall goals.

Essential Functions

• Candidate must have desired career path in Management and will assist front line Managers in monthly, quarterly, and annual reporting responsibilities

• Responsible for coaching and developing peer associates in areas of efficiency and process improvement.

• Provide assistance or head project related tasks as assigned.

• Responsible for providing processing back-up during periods of high volume and staff absences for various Securities Processing functions within Trust Operations

• These functions can include Voluntary and Mandatory Corporate Actions, Held Away Accounting, Litigations, Income, Money Market processing, Free Movement, Depository Settlement, Alternative Asset Processing and Trade Settlement processing including Mutual Fund trade settlement.

• Additional responsibilities also include, coordination of reconciliation clearance process including problem resolution, project participation, activity/productivity tracking, as well as procedure and process modification suggestions that will lead to process efficiencies and cost reduction.

• Candidate must have the ability to think strategically and have a growth mindset to align the Securities Processing teams with the Commerce Trust Company's overall goals.

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Knowledge of the Wealth Management industry related to securities processing

• Individual motivated by finding automated solutions to create efficiencies

• Ability to navigate many different Financial Institution websites to gather/collect data to post to client accounts at Commerce

• Individual inspired by teamwork and assisting others to achieve team/organizational success

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills

• Ability 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 Values

• Intermediate level proficiency with Microsoft Word, Excel, and Outlook

Education & Experience

• High School Diploma or equivalent combination of education and experience required

• Associates Degree or equivalent combination of education and experience required

• 3 to 5 years trust or financial services experience related to securities, reconciliation and accounting

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time