Top 303 Account specialist Jobs in Topeka, Ks

Trust Operations Associate III- Account & Asset Specialist
COREFIRST BANK & TRUST —Topeka, KS
- 8 hour shift
- Pass drug screening
- Mid-level
- Office
Sales Representative
Access Systems - Sales & Administration —Topeka, KS
- $70,000 - $80,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
9d
Transaction Account Services Specialist
Capitol Federal —Topeka, KS
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Disability insurance
4d
Branch Office Administrator
Edward Jones —Topeka, KS
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
1d
Small Business Specialist 3 - Topeka, KS
U.S. Bank National Association —Topeka, KS
- $23.65 - $34.69 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
6d
Hospice Account Executive
St. Croix Hospice —Topeka, KS
- Full-time
- Marketing
- Mid-level
- Mentoring
Quick Apply
12d
Account Manager, Manufacturing
W.W. Grainger —Topeka, KS
- $62,300 - $103,900 a year
- Hybrid work
- Inventory management
- Mid-level
- 3 years
- Paid parental leave
- Dental insurance
2d
Strategic Account Executive - Meritain Pharmacy Solutions
CVS Health —Topeka, KS
- $54,400 - $151,898 a year
- Full-time
- Up to 50% travel
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Proactive Solutions Sales Consultant
P1 Service LLC —Topeka, KS
- Online Application
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
8d
Sports Industry Territory Manager
Leading Edge Fundraising —Topeka, KS
- $40,000 - $130,000 a year
- Full-time
- School experience
- High school
- Sales
- Paid training
- Work from home
Quick Apply
Lead Personal Banker - Downtown
COREFIRST BANK & TRUST —Topeka, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
Outside Sales/Marketing Advisor
Evco Wholesale Food Corp —Topeka, KS
- Full-time
- Mid-level
- Ability to lift 50 pounds
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Commercial Lines Account Manager
WAHVE —Lawrence, KS
- Part-time
- Remote
- Senior level
- Marketing
- Commercial
- Health insurance
- 401(k)
5d
Sales Consultant - Salina, KS
Sysco —Topeka, KS
- Weekends as needed
- Background check
- Clean driving record
- Marketing
- Mileage reimbursement
- Employee stock purchase plan
11d
Strategic Account Manager
Health Action Council —Kansas
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Field Service Specialist–Industrial Gas Equipment
Air Products and Chemical —Topeka, KS
- Online Application
- Customer service
- 5 years
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Territory Sales Manager - West
Bailey International Inc. —Kansas
- Weekends as needed
- Microsoft Excel
- 5 years
- Bachelor of Science
Insurance Agent (Base salary + Uncapped commissions)
Comparion Insurance Agency —Topeka, KS
- $32,000 - $100,000 a year
- Full-time
- Office
- Banking
- Entry level
- Paid training
- Health insurance
Full Time Teller - Topeka, KS (Gage)
Equity Bank —Topeka, KS
- Full-time
- Computer literacy
- Office
- Windows
- Health savings account
- Employee stock purchase plan
Quick Apply
Client Support Coordinator
Kansas Catholic Conference —Topeka, KS
- $22.99 - $27.69 an hour
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
6d

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account specialist jobs near topeka, ks

Trust Operations Associate III- Account & Asset Specialist

COREFIRST BANK & TRUST -
Topeka, KS

Apply Now

Job Details

Qualifications

Customer communication
Spreadsheets
Employee relationship building
High school diploma or GED

Full Job Description

Description:

Hours:

Standard 8-hour day: Core hours are from 8:00 am to 3:00 pm, with flexibility to work 8:00 am-5:00 pm or 7:00 am and 4:00 pm
Additional days, hours, and overtime may be required during periods of high transactional volume

Role:

The Associate serves as the key liaison between the Trust Department and the Trust Operations team and is primarily responsible for new account setup, account maintenance (including account closures), asset transfer(s), registration, valuation/pricing, and maintenance. Participation in ongoing continuing education is required for keeping abreast of industry best practices in Trust Operations. The Associate serves in a “back-up” capacity to other departmental positions.

Essential Functions & Responsibilities:

Maintain positive interactions with customers, adhering to established service standards
Handle daily operational duties, including new client account openings and closures
Oversee account authorization, setup, and asset maintenance
Manage data input and maintenance, including system configurations
Maintain records of physical assets and facilitate safe deposit box access, and reconcile accounts
Reconcile accounts, ensuring compliance with regulations
Own and maintain the core Trust Accounting System setup
Facilitate various financial processes, including CD Maturity notifications
Create and maintain departmental templates/forms
Streamline processes for efficiency and profitability, providing input to enhance operations
Produce monthly fee invoices and mail to clients
Oversee asset transfers for new and closing accounts
Update asset prices per statement
Update date of death values

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements:

Experience:

Familiarity with Microsoft Excel is preferred
Previous trust operations and banking experience or in a similar setting, preferred

Education:

High school diploma or equivalent required
Bachelor’s degree in business or related field preferred

Licensure:

Upon hire, successful completion of various Schools of Trust may be required

Skills & Abilities:

Ability to read and understand technical system instructions, rules and regulations
Excellent organizational skills, including the ability to prioritize work
Willingness to establish and maintain effective working relationships through a high level of interpersonal skills
Exceptional communication skills, both written and verbal, that can be demonstrated with internal and external clients
Strong personal drive and initiative, demonstrated work ethic, and ability to work independently and as a team
Ability to manage multiple projects simultaneously and handle a heavy volume of work
Ability to solve practical problems and deal with multiple variables in situations with limited guidance

Competencies:

Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
Detail-oriented with a high level of accountability for accuracy and completion of responsibilities
Intermediate Tier Microsoft Office - Excel skill (pivot tables/charts, nested logical/IF formulas, multiple criteria lookups, arrays)
Career-minded, willing, and with a personal desire to achieve the next level

Preferred Competency

An in-depth understanding of applicable Trust Company regulations

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort is required.

Travel:

Travel is primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

Applicants must pass a drug screen and background checks
Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

CoreFirst Employment Practices:

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Refine Your Search

account specialist jobs in topeka, ks

Trust Operations Associate III- Account & Asset Specialist

Sales Representative

Transaction Account Services Specialist

Branch Office Administrator

Small Business Specialist 3 - Topeka, KS

Hospice Account Executive

Account Manager, Manufacturing

Strategic Account Executive - Meritain Pharmacy Solutions

Proactive Solutions Sales Consultant

Sports Industry Territory Manager

Lead Personal Banker - Downtown

Outside Sales/Marketing Advisor

Commercial Lines Account Manager

Sales Consultant - Salina, KS

Strategic Account Manager

Field Service Specialist–Industrial Gas Equipment

Territory Sales Manager - West

Insurance Agent (Base salary + Uncapped commissions)

Full Time Teller - Topeka, KS (Gage)

Client Support Coordinator

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