Top 277 financial representative 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
Lead Personal Banker - Downtown
COREFIRST BANK & TRUST —Topeka, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
Insurance Agent and Customer Service Representative
Integrity Insurance Agency, Inc —Topeka, KS
- Full-time
- Background check
- Office
- High school diploma or GED
- Paid time off
- 401(k) matching
Quick Apply
19h
Sales Representative + Sign-on Bonus
DaBella —Topeka, KS
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Driver's License
- Travel
- Paid training
- Health savings account
Quick Apply
6d
Entry Level Insurance Sales Agent - Hybrid Remote (KS)
Bankers Life —Topeka, KS
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Remote Insurance Agent
Promoted2 —Topeka, KS
- $60,000 - $110,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Leadership
- Benefits from day one
Quick Apply
Personal Banker
UMB Bank —Topeka, KS
- $21 - $23 an hour
- Weekends as needed
- Bilingual
- Basic math
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Customer Service Representative (Part-Time)
Dayton Freight —Topeka, KS
- From $18 an hour
- Part-time
- 18 years or older
- English
- Office
- 401(k) matching
Customer Service Representative
Press-One Customer Care —Topeka, KS
- $15 - $16 an hour
- 12 hour shift
- Remote
- Computer literacy
- Writing skills
- Windows
- Paid training
Customer Contact Center (Call Center) Representative
Central National Bank —Topeka, KS
- 8 hour shift
- Entry level
- Under 1 year
- Paid holidays
- Disability insurance
Personal Banker I (Part-Time)
Central National Bank —Topeka, KS
- Part-time
- Entry level
- Under 1 year
- Paid holidays
- Employee assistance program
Personal Banker I
Central National Bank —Topeka, KS
- Full-time
- Office
- Entry level
- Under 1 year
- Paid holidays
- Disability insurance
Farmers Insurance Associate Agent
Farmers District Office, Topeka, KS —Topeka, KS
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Entry level
- Work from home
- Opportunities for advancement
Quick Apply
Insurance Agent
Pioneer Agency —Topeka, KS
- $50,000 - $75,000 a year
- Choose your own hours
- Remote
- Computer literacy
- High school diploma or GED
- Computer skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
Automotive Customer Service Representative
Cable Dahmer Automotive Group —Topeka, KS
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Customer Service Associate I
Dollar Tree —Topeka, KS
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Personal Banker / Member Advocate
Mainstreet Credit Union —Lawrence, KS
- Full-time
- Office
- Finance
- High school diploma or GED
- Mileage reimbursement
- Disability insurance
Quick Apply
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
Operations Specialist - Non Cryo
Air Products and Chemical —Topeka, KS
- Online Application
- Customer service
- 5 years
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
1d
Insurance Agent
American Family Insurance —Topeka, KS
- Criminal background check
- Entry level
21h

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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

financial representative jobs in topeka, ks

Trust Operations Associate III- Account & Asset Specialist

Lead Personal Banker - Downtown

Insurance Agent and Customer Service Representative

Sales Representative + Sign-on Bonus

Entry Level Insurance Sales Agent - Hybrid Remote (KS)

Remote Insurance Agent

Personal Banker

Customer Service Representative (Part-Time)

Customer Service Representative

Customer Contact Center (Call Center) Representative

Personal Banker I (Part-Time)

Personal Banker I

Farmers Insurance Associate Agent

Insurance Agent

Automotive Customer Service Representative

Customer Service Associate I

Personal Banker / Member Advocate

Sales Representative

Operations Specialist - Non Cryo

Insurance Agent

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