Wealth Management Financial Reporting Analyst

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Responsibilities

Develop and present in-depth revenue and analysis presentations to Senior Management on an ongoing basis; Identify and recommend ways to streamline department processes; Provide high level customer service and support to internal Commerce Trust Administrators, while facilitating the process of revenue reporting, establishing fees for new accounts, updating fees on existing accounts, and overall processing of fees; Provide a higher level of accountability in understanding the overall CT goals and offering alternate solutions to customers to accomplish them; Play a key role in how new customers form their first impressions of CT by supporting customers with an advanced attention to detail and working with Senior Management by providing revenue reporting and analysis; Serve as a resource to other team members while providing coverage, and supporting management by helping drive the direction of the team; Assist with problem resolution and serve as a liaison between the Administrators and internal departments; Drive process improvements and work on special projects as identified; Perform other duties as assigned

Requirements

Expert knowledge of Excel, such as how to utilize formulas, graphs, and pivot tables; Advanced level of proficiency with Microsoft Word, Teams, and Outlook; Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy; Superior problem solving and analytical skills; Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities; Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills; Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values; Previous background and knowledge of investment management fee and mutual fund fees required; Bachelor's degree with an emphasis in Finance or Accounting or equivalent combination of education and experience required

Nice to have

Bachelor's degree with an emphasis in Finance or Accounting preferred; 4+ years of revenue reporting and analysis experience preferred; 4+ years of experience in trust services, finance, or investment management industry preferred

Benefits

Employer sponsored health insurance; Dental insurance; Vision insurance; 401(k); Life insurance; Paid vacation; Paid personal time; Career development; Education assistance; Voluntary supplemental benefits