Guardian Mortgage · 13 hours ago
Wealth Management Account Administrator
Scottsdale, AZ
Full-time
Onsite
New Grad, Entry LevelSunflower Bank is a full-service financial institution committed to serving communities and supporting team members. They are seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high-quality wealth management services, including administrative duties related to client investment accounts.
FinanceFinancial ServicesLending
Responsibilities
Administration of agency and custodial account relationships:
Account Reviews
Trade and asset allocation changes
Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions
Client servicing
Maintain and manage client accounts, ensuring all documentation is accurate and complaint
Assist in onboarding new clients, prepare and review onboarding forms and ensure a smooth transition of accounts and services
Attend regularly scheduled Wealth Management team meetings
Working with other wealth team members to achieve daily, weekly and monthly goals
Effectively manage time by prioritizing urgent tasks
Attend all training as requested to increase administration knowledge
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines
Understand and participate in the Bank’s Community Reinvestment Act program
Perform other duties as assigned
Qualification
Required
Detail-oriented
Client focused
Exceptional communication skills
Project management skills
Ability to obtain knowledge of Wealth Management administration
Ability to positively interact with all divisions of Sunflower Bank, N.A
Administration of agency and custodial account relationships
Account Reviews
Trade and asset allocation changes
Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions
Client servicing
Maintain and manage client accounts, ensuring all documentation is accurate and compliant
Assist in onboarding new clients, prepare and review onboarding forms and ensure a smooth transition of accounts and services
Attend regularly scheduled Wealth Management team meetings
Working with other wealth team members to achieve daily, weekly and monthly goals
Effectively manage time by prioritizing urgent tasks
Attend all training as requested to increase administration knowledge
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines
Understand and participate in the Bank's Community Reinvestment Act program
Perform other duties as assigned
Must have a professional appearance and manner
Must be able to work flexible hours
Some travel may be required
Preferred
Bachelors Degree in business, finance or other related field preferred
Exceptional reasoning and judgement skills
Exceptional detail and organization skills
Time management skills
Excellent oral and written communication skills
Benefits
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Company
Guardian Mortgage
Guardian Mortgage specializes in refinance, purchase, and mortgage programs.
Founded in 2006
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chanu Badwal
Founder & President
Recent News
Research and Markets
2025-06-22
Company data provided by crunchbase