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Trust Employee Benefits Operations Specialist - Wealth Operations

Commerce Bank • Missouri, Missouri • 3h ago

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remote @type

Hybrid

locations

MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)

time @type

Full time

posted on

Posted Today

job requisition id

38120

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 160 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: $21.40 - $27.65 (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.

As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners.

About This Job

The main purpose of this job is to process pension benefit payments and maintain accurate pension records.

Essential Functions

Process pension benefit payments and maintain accurate pension records

Complete OFAC screening, initiate ACH files to ensure that checks are distributed appropriately and create necessary entries to the Trust system for processing

Facilitate the proper funding for the payments and set up for payee information

Perform timely and accurate reconciliation and payment of withholding taxes to both federal and individual state agencies

Monitor tax liability to ensure accurate and timely withholding, reporting and payment in accordance with established procedures and regulatory requirements

Remit payments based on set schedules which include daily, weekly, monthly, and annual time limits and associated reporting requirements

Interact with Institutional Administrators and communicate with pensioners to assist and resolve issues or concerns

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong customer service and interaction skills

Ability to work independently and perform varied assignments within established time limits

Intermediate problem-solving skills

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, Teams, and Outlook

Education & Experience

Associate's degree or equivalent combination of education and experience required

2 years' trust, banking, or financial services experience required

LI-KD1

LI-Hybrid

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.

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

About Us

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 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, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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