Investment & Cash Movement Associate

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. Competitive pay Generous time off Employees receive three weeks of paid vacation plus 11 paid holidays each year. Paid time off to volunteer in the community. Paid employee and family sick leave. Paid parental leave. 401(k) plan with 6% employer match and 100% immediately vested. 3% non-elective company contribution; non-elective contribution vested after 3 years of service. Career growth and development resources Tuition reimbursement for full-time and part-time employees enrolled in any degree program. Banking benefits Medical, dental, and vision insurance Employees receive three weeks of paid vacation plus 11 paid holidays each year. Paid time off to volunteer in the community. Paid employee and family sick leave. Paid parental leave. 3% non-elective company contribution; non-elective contribution vested after 3 years of service. Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary:

The Investments & Cash Movement Associate plays a critical role in supporting the operational investment activities of the Wealth Division. This position is responsible for executing and monitoring client investment instructions and cash movement requests, including trades, transfers, and liquidity management. Acting as a liaison between advisors, clients, custodians, and the internal trading team, the coordinator ensures timely, accurate, and compliant execution of all transactions. 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.

• Deliver investment instructions to the internal trading team based on Investment Officer and/or client direction.
• Monitor trade execution and confirm completion with appropriate documentation.
• Execute account-to-account transfers, ACHs, wires, and checks in accordance with client instructions and firm protocols.
• Coordinate the raising and investing of cash in client accounts to support distributions, bill payments, and other liquidity needs.
• Forecast and manage liquidity across client portfolios in collaboration with advisors.
• Monitor pending and completed transactions to ensure accuracy and resolve discrepancies promptly.
• Manage private capital activity, including capital calls, distributions, and valuation updates.
• Coordinate with custodians, fund administrators, and internal teams to ensure accurate and timely processing of private investment transactions.
• Maintain system integrity by ensuring accurate documentation and timely updates across platforms.
• Respond to internal inquiries regarding cash availability, investment status, and transaction progress.
• Support onboarding and client transition teams with funding-related tasks during new account setup.
• Communicate clearly and professionally with internal stakeholders to ensure alignment and timely execution.

Education and Experience:

Bachelor's degree in Finance, Accounting, or a related field preferred. 2-4 years of experience in financial services, preferably in investment operations, cash management, or client service.

Required Skills and Knowledge:

Strong understanding of trading workflows, investment account types (e.g., IRAs, trusts, brokerage), custodial platforms, and private investment structures. High attention to detail and accuracy in a fast-paced, deadline-driven environment. Strong analytical and problem-solving skills, along with a commitment to operational excellence and client service. Excellent organizational, communication, and interpersonal skills. Ability to manage multiple outstanding items and priorities simultaneously. Proficiency in Microsoft Office Suite (especially Excel), CRM systems (e.g., Salesforce), and financial or portfolio management software is a plus. 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. This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor. 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 This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.