Senior Wealth Management & Trust Administrator

PlainsCapital Bank; Lubbock (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

PlainsCapital Bank is seeking a Wealth Administrator/Trust Officer to manage complex trust and investment agency accounts in line with governing instruments and bank policies. You will work with Wealth Management officers to identify and develop new business while delivering excellent client service.

The role requires a Bachelor's degree or equivalent, 3+ years in wealth management or trust administration, and strong communication and analytical skills.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3+ years’ experience in wealth management or trust administration required.
• CTFA certification a plus.
• Excellent verbal, written, and interpersonal communication skills.
• Analytical, time management, organizational and problem-solving skills.
• Self-motivated team player with ability to work independently.
• Strong computer skills with Microsoft Office and bank systems.
• Must maintain confidentiality and work with integrity.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Administration of complex trust and investment agency accounts according to governing instruments and bank policies.
• Support new client acquisition and development of business opportunities with clients.
• Provide high level of customer service to clients by proactive communication with grantors and beneficiaries.
• Monitor daily cash balances and consult with investments officers regarding investment objectives.
• Pursue business opportunities through community involvement and referrals.
• Maintain knowledge of applicable regulations, statutes, and legal precedents.
• Perform related duties as required.

Skills

Verbal communication

Written communication

Interpersonal communication

Analytical

Time management

Organizational skills

Problem-solving

Self-motivated team player

Confidentiality

Microsoft Office

Attention to detail

Independence

Education

Bachelor's degree or equivalent experience

Business or related field degree preferred

Tools

Microsoft Office

Job description

PlainsCapital Bank is seeking a Wealth Administrator/Trust Officer to manage complex trust and investment agency accounts in line with governing instruments and bank policies. You will work with Wealth Management officers to identify and develop new business while delivering excellent client service.

The role requires a Bachelor's degree or equivalent, 3+ years in wealth management or trust administration, and strong communication and analytical skills.