Unique Asset Administrator I

Duties & Responsibilities

    Type of Role: Individual contributor, entry level

Area of Responsibility and Purview: Support resource for operations associates in Private Wealth Management 

Role Specific Job Duties:
•    Execute on unique asset management responsibilities as assigned
•    Support resource to other unique asset administrators on team, providing leverage to execute on tasks and responsibilities
Function Specific Job Duties:
•    When assigned tasks and work on client accounts, work collaboratively with senior associates and other functions to drive to resolution
•    Ensure internal clients have a positive service experience that always exceeds their expectations
•    Leverage Private Wealth technologies and 3rd party vendors to process work and deliver on responsibilities
•    Ensure adherence to corporate policy, operational policy, and regulatory guidance
•    Other duties as assigned
Requirements    
MINIMUM:
•    Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background

PREFERRED:
•    Applicable experience within Financial Services    MINIMUM:
Job Skills:
•    Systems thinking and complex problem solving
•    Attention to detail, yet ability to grasp big picture
•    Highly organized and can effectively multi-task
•    Great communicator with strong interpersonal skills
•    Exceptional written communication and presentation skills
•    Analytical, mathematical, and problem-solving skills 
•    Highly customer focused with strong client relationship management skills

Technical Skills:
•    Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
    PREFERRED:
Job Skills:
•    General knowledge of real estate/property management/asset valuation

Technical Skills:
•    Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
•    Proficiency in Salesforce CRM software
•    Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
    •    Smart, intellectual, and business savvy
•    Driven to succeed; passionate
•    Trustworthy
•    Consistent high performer
•    Adaptable and able to adjust to many different personalities
•    Surrounded always by other high performers 
•    Very hard worker
•    Resourceful; overcome obstacles
•    Effective leader, even without authority
•    Down-to-earth, well-grounded, self-aware, humble
Work Environment    •    Type: Office Centric (60% In Office)
•    Location: Downtown, Kansas City or Leawood, KS
Supervision/Management:  None   

Compensation Range:

Minimum: $44,790.00 - Maximum: $103,820.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to