Wealth Management Administrator

PlainsCapital Bank; Lubbock (TX); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Verbal communication

Written communication

Interpersonal communication

Analytical

Time management

Organizational skills

Problem-solving

Self-motivated team player

Confidentiality

Microsoft Office

Attention to detail

Independence

Ausbildung

Bachelor's degree or equivalent experience

Business or related field degree preferred

Tools

Microsoft Office

Jobbeschreibung

PlainsCapital Bank is hiring for a Wealth Administrator/Trust Officer to be responsible for the administration of complex trust and investment agency accounts according to each accounts governing instrument and pursuant to the banks policies, procedures, and statutory requirements. Works closely with Wealth Management Business Development officers to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.

Responsibilities

• Responsible for the administration of complex trust and investment agency accounts according to the governing instrument and pursuant to the bank’s policies, procedures and statutory requirements.
• Works closely with Wealth Management Business Development Officers to support new client acquisition as well as to prospect and develop new business opportunities with both new and existing clients.
• Provides a high level of customer service to our clients by being proactive and communicating with grantors and beneficiaries on a regular basis.
• Monitors daily cash balances and consults with investments officer(s) regarding the management of account portfolios; including the establishment of investment objectives.
• Pursues business opportunities through community involvement and generates referrals from existing clients and external sources such as attorneys and CPA’s.
• Maintains a thorough knowledge of regulations, statutes, and legal precedents.
• Assumes responsibility for related duties as required and assigned.

Qualifications

• Bachelor's degree or equivalent experience required. Degree in Business or related field strongly preferred.
• 3+ years’ experience in wealth management or trust administration required.
• Certified Trust and Financial Advisor (CTFA) certification a plus.
• Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
• Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
• Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
• Must be eligible to work in the U.S. without sponsorship now or in the future.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.