Private Wealth Data & Transactions Specialist

Trustmark; Houston, Northern (TX, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Trustmark is hiring for a Private Wealth Specialist role to support data integrity across client accounts and transactions, while collaborating with Private Wealth Advisors and executives to prepare client materials and manage account openings/closings.

The position offers growth through Level I or II responsibilities, with emphasis on SEI Wealth Platform expertise, committee support, and cross‑department coordination within Private Wealth and Tailored Wealth Operations.

Qualifications

• Must have mastery of business and administrative processes.
• Detail oriented with strong time management skills and capacity to handle assigned accounts and assets.
• Strong client service orientation and interpersonal skills.
• Proficiency with PC applications and information reporting.

Responsibilities

• Ensure data integrity on assigned accounts (250 to 400) and enter transactional data per procedures.
• Support Private Wealth Advisors in meeting preparation and development of compliant client materials.
• Assist PW Executives and Advisors with opening/closing accounts and all transactions.
• Communicate via phone and/or email.
• Develop training materials and desk guides for SEI Wealth Platform subject matter expertise.
• Operate within desk guides and PW/Tailored Wealth procedures.
• Analyze and correct account settings and coding on SWP in coordination with PW Executive team.
• Perform administrative duties for assigned chartered committees and/or working groups, including data aggregation and minutes.
• Support the organizational unit and PW division on projects or events.
• Perform additional duties as assigned.
• Level II: Transaction approval up to $50,000 depending on experience and officer status.

Skills

Data integrity

Account administration

Communication

Time management

Interpersonal skills

Client service

Collaboration

Education

High school diploma or GED

Associate degree

Bachelor's degree

Tools

SEI Wealth Platform

Job description

Trustmark is hiring for a Private Wealth Specialist role to support data integrity across client accounts and transactions, while collaborating with Private Wealth Advisors and executives to prepare client materials and manage account openings/closings.

The position offers growth through Level I or II responsibilities, with emphasis on SEI Wealth Platform expertise, committee support, and cross‑department coordination within Private Wealth and Tailored Wealth Operations.