Administrative Relief & Training Coordinator

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach:  To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: 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. The candidate acts as a liaison between clients, advisors, and internal teams, promoting teamwork, confidentiality, and a client-first mindset in all activities. Administrative Relief & Training Coordinator also takes responsibility for training new and existing employees. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

 

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• 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 

• 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.

Client Accounts Associate 

• 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.

Meeting & Logistics Coordinator 

• 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. 

Client Onboarding Associate 

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

Investments & Cash Movement Associate 

• 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.