Job Information
Commerce Bank Senior Trust Securities Specialist in Kansas City, Missouri
About Working at Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Hourly: $20.45 - $23.80 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to process Alternative Assets through Commerce Trust.
Essential Functions
Identify areas of efficiency/automation within daily processes/procedures to ensure a scalable solution for client
Cross train on appropriate functions within the securities processing area to assist during periods of high volume and absence
Receive and process statements related to Alternative Assets held within Trust client accounts but not limited to processing cash movement on Capital Calls, Distributions, and new account purchases
Balance end of month statements to Trust accounts and making appropriate adjustments on the accounting system
Perform other duties, including special projects, as needed
Knowledge, Skills & Abilities Required
Strong business acumen
Excellent customer service skills
Ability to prioritize work to meet deadline and service level agreements
Ability to thrive in a fast-paced environment while maintaining a high level of accuracy
Strong analytical and critical thinking skills
Ability to resolve problems and identify and drive process improvements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
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
Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required
3+ years finance or investment management experience preferred
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Trust Securities Specialist job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $ 20.45 to $ 23.80 per hour . The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here (https://careers.commercebank.com/us/en/benefits) to learn more.
#LI-Hybrid
Location: 922 WALNUT, Kansas City, Missouri 64106
Time Type:
Full time
Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.
Why Commerce? (https://www.commercebank.com/careers/about-commerce)
Inclusion and Diversity at Commerce
How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)
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Equal Opportunity Employer
Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.