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INTRUST Bank · 1 month ago

Administrative Relief & Training Coordinator

Wichita, KS

Full-time

Onsite

Entry, Mid Level

2+ years exp

INTRUST Bank is seeking a detail-oriented, client-focused Administrative Relief & Training Coordinator to join our Wealth & Retirement Division. This role is central to delivering exceptional client service, supporting operational excellence, and ensuring seamless coordination by serving as the relief for all Wealth positions as needed, while also taking responsibility for training new and existing employees.

Financial Services

Growth Opportunities

Responsibilities

Identify opportunities to enhance service delivery, streamline internal processes, and support client engagement initiatives

Participate in team meetings and contribute to workflow improvements, documentation, and training materials

Take responsibility for onboarding new employees and effectively structure training for new and existing employees

Maintain proficient knowledge of and provide relief when required for the following roles: Premier Client Associate, Client Accounts Associate, Meeting & Logistics Coordinator, Client Onboarding Associate, Investments & Cash Movement Associate

Deliver high-touch, personalized service to clients of varying net worth, including high-net-worth and premier clients, responding to service requests and inquiries

Cultivate long-term relationships by understanding client preferences, anticipating needs, and aligning service delivery with client goals

Oversee the full lifecycle of client investment accounts: setup, maintenance, closure, and documentation

Prepare, review, and process documentation for new account openings, maintenance requests (e.g., beneficiary updates, address changes, account linking), and account closures

Oversee meeting logistics for clients and internal teams, including scheduling, calendar and travel coordination, and RSVPs

Prepare and distribute meeting materials such as agendas, reports, and presentations

Manage the onboarding process for new clients, from initial engagement through account setup and funding through the first 180 days

Execute and monitor client investment instructions and cash movement requests (trades, transfers, liquidity management), including obtaining appropriate documentation

Manage private capital activity, including capital calls, receipts and distributions

Qualification

Client service experienceAdministrative supportFinancial services knowledgeMicrosoft Office SuiteCRM systems proficiencyMultitasking skillsOrganizational skillsTime management skillsWritten communicationVerbal communicationAttention to detailProblem-solving skills