Senior Wealth Trust Officer for High-Net-Worth Clients

Lone Star National Bank; McAllen (TX); On-site; USD 95,000 - 140,000; Full time

Job summary

Lone Star National Bank seeks a Trust Officer to manage complex fiduciary duties for High Net Worth clients. You will advise RMs, administer fiduciary and agency accounts, and ensure compliant, sophisticated wealth solutions.

Travel to San Antonio and the Rio Grande Valley is required. A JD is preferred; CTFA or progress toward designation is expected. Bilingual English/Spanish is desirable.

Qualifications

• Five to seven plus years of trust administration or equivalent work experience.
• Ability to earn deep trust with clients and multi-generational families.
• Self-motivated and passionate about serving clients and helping them reach goals.
• Excellent communication to match client needs with possible solutions.
• JD is desirable; CTFA designation or progress toward it.

Responsibilities

• Maintains deep expertise in fiduciary, investment, tax, and wealth issues.
• Designs and delivers fiduciary solutions for high net worth clients using a relationship team model.
• Advises Relationship Managers and partners on internal fiduciary issues.
• Administers complex fiduciary and agency accounts.
• Analyzes and interprets legal instruments to determine duties and responsibilities.
• Identifies and resolves trust and estate tax-related issues.
• Works with Wealth Relationship Managers to retain and expand client relationships.
• Reviews client estate planning documents and suggests changes.
• Maintains compliance with bank policies and regulatory requirements.

Skills

Trust administration

Relationship management

Bilingual English/Spanish

Education

Juris Doctor (JD)

CTFA designation (in progress)

Job description

Lone Star National Bank seeks a Trust Officer to manage complex fiduciary duties for High Net Worth clients. You will advise RMs, administer fiduciary and agency accounts, and ensure compliant, sophisticated wealth solutions.

Travel to San Antonio and the Rio Grande Valley is required. A JD is preferred; CTFA or progress toward designation is expected. Bilingual English/Spanish is desirable.