Administrative Assistant – Wealth Management

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

Hourly: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)

About This Job

Commerce Trust Company is looking for an organized, dynamic and service focused individual for our Wealth Management Administrative Assistant role.  Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $75 billion in client assets.  Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.

This is a dynamic and fast paced environment in a high growth area.  This position will provide administrative support to a member of the executive management team within Commerce Trust as well as assisting others on the leadership team.

Essential Functions

• Compose correspondence of a highly confidential and complex nature; use a high level of tact & integrity due to frequent senior level contacts; exercise considerable independent judgment

• Provide indirect supervision to lower level clerical employees and/or act as a lead to lower level clerical employees on projects

• Prepare pre-call agendas for meetings including presentations and compilation of necessary information

• Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior, executive level

• Keep organized department records and ensure departmental efficiencies

• Compile complex information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc.

• Create, maintain and edit documents, spreadsheets, files, and presentations

• Prepare routine correspondence and correspondence of a more confidential and complex nature

• Schedule appointments, screen phone calls, take messages and make travel arrangements

• Regular communication and interaction with customers and team members

• Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests

• Coordinate activities and complete special projects

• Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager

• Perform other duties as assigned

Knowledge Skills & Abilities Required

• Strong knowledge of standard office management equipment, systems and procedures

• Strong informal leadership skills

• Exercise independent judgment and take appropriate action under minimal supervision

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• 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

• Strong Microsoft Office (Outlook, Word, Excel, PowerPoint) skills. 

Education & Experience

• High School Diploma or equivalent combination of education and experience required, Associate’s degree preferred

• 4+ years related experience in an office environment required

• 2+ years work experience in a financial institution highly preferred

• Prior experience supporting an executive team member(s) is preferred.

*** 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 Administrative Assistant III job and contemplates a wide range of factors that are considered in 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 $26.25 to $30.75 per hour

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.  Click here to learn more.

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time