Senior Trust & Wealth Manager

PlainsCapital Bank; Austin (TX); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

PlainsCapital Bank in Austin seeks a Senior Trust Officer/Wealth Management Administrator to oversee administration of complex trust and investment agency accounts in line with governing instruments and regulatory requirements.

You will collaborate with Wealth Management Business Development Officers to identify and pursue new client opportunities while delivering outstanding service to existing clients and staying current on applicable laws and precedents.

Qualifications

• Bachelor's degree or equivalent experience required; degree in Business or related field strongly preferred.
• 7+ years’ experience in wealth management or trust administration required.
• Certified Trust and Financial Advisor (CTFA) certification a plus.

Responsabilités

• Administer complex trust and investment agency accounts per governing instrument and policies.
• Collaborate with Wealth Management Business Development Officers to identify and develop new business opportunities.
• Provide high levels of client service and proactive communication with grantors and beneficiaries.
• Monitor cash balances and consult with investments officers on portfolio objectives.
• Pursue business opportunities through community involvement and referrals.

Connaissances

Wealth management

Trust administration

Client services

Communication

Formation

Bachelor's degree in Business

CTFA certification

Outils

Microsoft Office

Description du poste

PlainsCapital Bank in Austin seeks a Senior Trust Officer/Wealth Management Administrator to oversee administration of complex trust and investment agency accounts in line with governing instruments and regulatory requirements.

You will collaborate with Wealth Management Business Development Officers to identify and pursue new client opportunities while delivering outstanding service to existing clients and staying current on applicable laws and precedents.