Administrative Relief & Training Coordinator

Administrative Relief & Training Coordinator

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day. Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role. A modern benefits approach : To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

Job Summary : INTRUST Bank is seeking a detail-oriented, client-focused Administrative Relief & Training Coordinator to join our Wealth & Retirement Division. This role is central to delivering exceptional client service, supporting operational excellence, and ensuring seamless coordination by serving as the relief for all Wealth positions as needed. The candidate acts as a liaison between clients, advisors, and internal teams, promoting teamwork, confidentiality, and a client-first mindset in all activities. Administrative Relief & Training Coordinator also takes responsibility for training new and existing employees. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's Character Qualities.

Essential Functions

All expectations described in the job description's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Identify opportunities to enhance service delivery, streamline internal processes, and support client engagement initiatives.
• Participate in team meetings and contribute to workflow improvements, documentation, and training materials.
• Take responsibility for onboarding new employees and effectively structure training for new and existing employees.
• Maintain proficient knowledge of and provide relief when required for the following roles :
• Premier Client Associate : Deliver high-touch, personalized service to clients of varying net worth, including high-net-worth and premier clients, responding to service requests and inquiries. Cultivate long-term relationships by understanding client preferences, anticipating needs, and aligning service delivery with client goals.
• Client Accounts Associate : Oversee the full lifecycle of client investment accounts : setup, maintenance, closure, and documentation. Prepare, review, and process documentation for new account openings, maintenance requests (e.g., beneficiary updates, address changes, account linking), and account closures.
• Meeting & Logistics Coordinator : Oversee meeting logistics for clients and internal teams, including scheduling, calendar and travel coordination, and RSVPs. Prepare and distribute meeting materials such as agendas, reports, and presentations.
• Client Onboarding Associate : Manage the onboarding process for new clients, from initial engagement through account setup and funding through the first 180 days.
• Investments & Cash Movement Associate : Execute and monitor client investment instructions and cash movement requests (trades, transfers, liquidity management), including obtaining appropriate documentation. Manage private capital activity, including capital calls, receipts and distributions.

Education and Experience

Bachelor's degree preferred. 2+ years of experience in client service, administrative support, financial services, or wealth management. Experience with high-net-worth clients, investment operations, or onboarding is a plus.

Required Skills and Knowledge

Strong organizational, multitasking, and time management skills. Excellent written and verbal communication; collaborative and solutions-oriented. High attention to detail, professionalism, and discretion. Proficiency in Microsoft Office Suite, CRM systems (e.g., Salesforce), and custodial platforms. Analytical and problem-solving skills; ability to manage multiple priorities in a fast-paced environment.

Required Licenses and / or Certifications

None.

Physical Demands

Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions

Normal office conditions.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification. Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities