Wealth Management Financial Reporting Analyst

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

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.

Essential Functions

• 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 (CT) 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. This would include, but not limited to, a wider degree of knowledge on more complex aspects of revenue reporting and analysis

• 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

Knowledge, Skills & Abilities Required

• 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

Education & Experience

• Bachelor’s degree with an emphasis in Finance or Accounting preferred or equivalent combination of education and experience required

• 4+ years of revenue reporting and analysis experience preferred

• Previous background and knowledge of investment management fee and mutual fund fees required

• 4+ years of experience in trust services, finance, or investment management industry 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 Wealth Management Financial Reporting Analyst II 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 $72,500 to $85,000 annually.

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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.

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