Sunflower BankNA
Sunflower Bank is seeking a Wealth Management Account Administrator to support investment advisors and clients by managing the opening, maintenance, and servicing of client investment accounts. This role focuses on administrative duties, ensuring accurate documentation, and facilitating smooth client onboarding and account transitions. The position requires strong attention to detail, excellent communication skills, and the ability to collaborate effectively within the wealth management team.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sunflower BankNA.
Sunflower BankNA didn’t post a salary, so this is our estimate from similar listings.
18% above the average for this role