Top 53 Portfolio administrator Jobs in Kansas City, Mo

Supervisor, Income Processing – Wealth Operations
Commerce Bank —Kansas City, MO
- $63,500 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Associate Deputy Administrator, Livestock and Poultry
US Agricultural Marketing Service —Kansas City, MO
- $204,122 - $216,010 a year
- Online Application
- Background check
- Pass drug screening
- Travel
3d
Client Success Manager
Propio —Overland Park, KS
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Portfolio Manager - Research Administration
The University of Kansas Medical Center —Kansas City, MO
- $60,800 - $91,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- 4 years
- Paid jury duty
- Paid holidays
11d
Energy Analyst
CBRE —Kansas City, KS
- $70,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Health insurance
- Dental insurance
Hexagon SmartPlant P&ID (SPID) Lead Administrator
Black & Veatch Family of Companies —Overland Park, KS
- $108,944 - $172,296 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Wellness program
- AD&D insurance
6d
Research Project Manager - Comprehensive Integrated Research Operations (CIRO)
The University of Kansas Medical Center —Kansas City, MO
- $92,800 - $139,200 a year
- Full-time
- Management
- Mid-level
- Master's degree
- Paid jury duty
- Paid holidays
5d
Applications Systems Administrator
The Signatry —Overland Park, KS
- From $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Disability insurance
- Health insurance
Quick Apply
13d
Photographer/Videographer
Kansas City Kansas Community College —Kansas City, KS
- $51,153 - $70,337 a year
- Weekends as needed
- Background check
- Marketing
- Research
Sports Medicine Associate Sales Representative (Kansas City, MO /Tapeka, KS)
Smith & Nephew —Kansas City, MO
- Full-time
- Mid-level
- Bachelor's degree
- Operating room
- Health savings account
- Paid holidays
Contracting Project Administrator
Trane Technologies —Lenexa, KS
- $42,000 - $88,900 a year
- Overtime
- Pass drug screening
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Team Lead Systems Administration
The University of Kansas Health System —Shawnee Mission, KS
- Full-time
- Bachelor's degree
- Mentoring
- Experience equivalent to degree accepted
13d
Curriculum Lead 6-12 Science
Kansas City, Kansas Public Schools —Kansas City, KS
- Full-time
- School experience
- High school
- Teaching Certification
Hexagon SmartPlant 3D (S3D) Mechanical Lead Administrator
Black & Veatch Family of Companies —Overland Park, KS
- $108,944 - $172,296 a year
- Full-time
- Background check
- Computer Science
- 5 years
- Wellness program
- AD&D insurance
6d
Manager of Development
Kansas City Kansas Community College —Kansas City, KS
- Up to $84,132 a year
- Weekends as needed
- Background check
- 5 years
- Mid-level
ServiceNow Functional Lead
Deloitte —Kansas City, MO
- $95,600 - $188,400 a year
- Full-time
- Computer Science
- 3 years
- Bachelor's degree
Sr. Trust Advisor
First National Bank of Omaha —Kansas City, MO
- $158,696 - $269,783 a year
- Email
- CPA
- 11+ years
- Office
- Health savings account
- Disability insurance
13d
Vice President of Ecosystem Development and Quality
BLAQUE Kansas City —Kansas City, MO
- $145,000 - $175,000 a year
- Full-time
- Hybrid work
- School experience
- Senior level
- Leadership
- Paid holidays
- Health insurance
Quick Apply
Hexagon SmartPlant Instrumentation (SI) Lead Administrator
Black & Veatch Family of Companies —Overland Park, KS
- $108,944 - $172,296 a year
- Full-time
- Background check
- 5 years
- Engineering
- Wellness program
- AD&D insurance
1h
Client Success Manager
Propio LS LLC —Overland Park, KS
- Full-time
- Microsoft Outlook
- Mid-level
- Office

I want to receive the latest job alert for portfolio administrator in kansas city, mo

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio administrator jobs near kansas city, mo

Administrator jobs in Overland Park, KS

Client Success Manager jobs in Overland Park, KS

Curriculum Leader jobs in Kansas City, KS

Shift Leader jobs in Kansas City, MO

Stocking Associate jobs in Kansas City, MO

Vice President Of Quality jobs in Kansas City, MO

Portfolio Manager jobs in Kansas City, MO

Sales Representative jobs in Kansas City, MO

Contract Administrator jobs in Lenexa, KS

Operations Supervisor jobs in Kansas City, MO

Renewable Energy Analyst jobs in Kansas City, KS

Contract Administrator jobs in Los Angeles, CA

Contract Administrator jobs in Raleigh, NC

Office Administrator jobs in Las Vegas, NV

Junior Network Administrator jobs in Chicago, IL

System Administrator jobs in Fargo, ND

Learning Management System Administrator jobs in Salt Lake County, UT

School Administrator jobs in Detroit, MI

Development Manager jobs in Arizona

Development Manager jobs in Beaverton, OR

Supervisor, Income Processing – Wealth Operations

Commerce Bank -
Kansas City, MO

Apply Now

Job Details

Full-time
$63,500 - $85,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Optimizing workflow processes
Staff supervision
Microsoft Excel
Microsoft Outlook
Financial transaction processing
Team leadership
Coaching
Experience at asset management companies
Talent development
Team development
Team training
Quality improvement
Microsoft Teams
Management reporting
Process improvement planning
Business operations
Cross-functional collaboration
Trade settlement
Cross-functional communication
Team building

Full Job Description

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

Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to lead and oversee income processing and related operational activities within Wealth Operations. This role ensures work is completed accurately, efficiently, and in compliance with established policies, procedures, and service expectations.

Essential Functions

Supervise staff and processes associated with posting of all income related transactions on stocks, bonds, mutual fund, money market funds and non-marketable assets
Supervise free movement activities on behalf of client accounts to ensure assets held by trusts are reflected timely and accurately
Provide services for special assets such as Limited Partnerships (LLP), Limited Liability Company (LLC's), LLP's Private placements, and hedge funds when called upon to process in special circumstances
Monitor and direct daily, weekly, and monthly settlement activity to ensure accurate and efficient processing within the area
Manage liability associated with income processing to reduce monetary risk, reputational risk with high net-worth clients, exposure to large fee losses from Trust clients, and confidence risk with administrators and portfolio managers
Ensure audit and compliance requirements are completed to prevent violations
Develop comprehensive conversion and testing plans and implement new enhancements with zero defects
Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members
Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members
Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of Trust or security asset types, income processes and depository settlement information
Intermediate knowledge of Automated Customer Account Transaction (ACAT) and free movement standards of various types of securities instruments, marketable and nonmarketable securities, and knowledge of Global Securities processing via industry depositories (DTCC, Federal Reserve, NSCC, State Street, and BNY Mellon)
Ability to collaborate successfully with administrative and portfolio managers to exceed Trust client requirements
Ability to recommend process improvements and recognize project related cross-functional impact
Ability to coach and develop team members with proven experience to build teams within area of influence
Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company clearly expressing ideas and concepts both verbally and written
Ability to remain adaptable and resilient in all situations with an optimistic outlook and cast a positive show aligned with our culture and core values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

Bachelor’s degree or equivalent combination of education and experience required
3+ years of Trust Operations Experience or equivalent required
2+ years of asset management experience required
1+ year of leadership experience required
Experience in Management Reporting required

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***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 Supervisor, Income Processing - Wealth Operations or Senior Supervisor, Income Processing - Wealth Operations level job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $63,500 to $85,000 annually.

#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.

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Apply Now

Refine Your Search

portfolio administrator jobs in kansas city, mo

Supervisor, Income Processing – Wealth Operations

Associate Deputy Administrator, Livestock and Poultry

Client Success Manager

Portfolio Manager - Research Administration

Energy Analyst

Hexagon SmartPlant P&ID (SPID) Lead Administrator

Research Project Manager - Comprehensive Integrated Research Operations (CIRO)

Applications Systems Administrator

Photographer/Videographer

Sports Medicine Associate Sales Representative (Kansas City, MO /Tapeka, KS)

Contracting Project Administrator

Team Lead Systems Administration

Curriculum Lead 6-12 Science

Hexagon SmartPlant 3D (S3D) Mechanical Lead Administrator

Manager of Development

ServiceNow Functional Lead

Sr. Trust Advisor

Vice President of Ecosystem Development and Quality

Hexagon SmartPlant Instrumentation (SI) Lead Administrator

Client Success Manager

I want to receive the latest job alert for portfolio administrator in kansas city, mo

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected