Wealth Management Assistant

PlainsCapital Bank; Lubbock (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

PlainsCapital Bank in Lubbock, TX is seeking a Wealth Management Assistant to support wealth management administrators with administrative tasks, client requests, and special projects.

You will handle account maintenance, data preparation, report creation, and coordination with Oil & Gas department; strong communication and computer skills are essential.

This role requires a high school diploma (bachelor's preferred), 3–5 years in financial services, and the ability to multitask under pressure.

Qualifications

• High School diploma, GED, or equivalent required. Bachelor’s degree in business or related field preferred.
• 3 to 5 years of related experience in a financial services company. Oil & gas experience strongly preferred.
• Must have a professional demeanor with excellent interpersonal and communication skills, both verbal and written.
• Ability to work under pressure, meet deadlines and multi-task is essential.
• Strong computer skills; proficient with Word, Excel, and PowerPoint.
• Superior time management, organizational and problem-solving skills with strong attention to detail.

Responsibilities

• Answer and route telephone calls, greet visitors, provide information to authorized individuals, and direct inquiries appropriately.
• Assist with new account setup by preparing documentation, transfer paperwork, and verifying title information in the mineral management system.
• Support trust administration by assisting clients, maintaining accounts, completing maintenance and closing documentation, and participating in annual account reviews.
• Prepare committee documentation, agendas, reports, presentations, meeting materials, and record meeting minutes for Trust Administrative Committee and Director’s Trust Committee meetings.
• Process trust account transactions, including deposits, contributions, invoice payments, checks, and wire transfers, while maintaining accurate records in trust accounting systems.
• Review and distribute incoming mail, prepare outgoing correspondence, and maintain departmental spreadsheets and reports.
• Image, index, file, and track Oil & Gas and trust-related documents for accurate recordkeeping and document control.
• Conduct account research, resolve operational issues, and assist with audit, examination, compliance, and data-gathering activities.
• Assist with marketing materials, special projects, and other administrative and operational duties as assigned.

Skills

Communication skills

Professional demeanor

Multitasking

Time management

Organization

Problem-solving

Microsoft Word

Microsoft Excel

PowerPoint

Education

High School diploma or GED

Bachelor’s degree in business or related field preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

PlainsCapital Bank is currently looking to hire a Wealth Management Assistant in Lubbock, Texas. The Wealth Management Assistant is responsible for assisting Wealth Management administrators by providing administrative assistance, handling customer requests, assisting clients/beneficiaries, and assisting with special projects within the department. Responsible for general administrative support duties as well as specific tasks related to client accounts including, but not limited to monitoring account balances, preparing correspondence, verifying transactions, etc. Collects and prepares data and reports for various needs in the Wealth Management Oil and Gas department.

Responsibilities

• Answer and route telephone calls, greet visitors, provide information to authorized individuals, and direct inquiries appropriately.
• Assist with new account setup by preparing documentation, agreements, transfer paperwork, and verifying title information in the mineral management system.
• Support trust administration by assisting clients, maintaining accounts, completing account maintenance and closing documentation, and participating in annual account reviews.
• Prepare committee documentation, agendas, reports, presentations, meeting materials, and record meeting minutes for Trust Administrative Committee and Director’s Trust Committee meetings.
• Process trust account transactions, including deposits, contributions, invoice payments, checks, and wire transfers, while maintaining accurate records in trust accounting systems.
• Review and distribute incoming mail, prepare outgoing correspondence, and maintain departmental spreadsheets and reports.
• Image, index, file, and track Oil & Gas and trust-related documents to ensure accurate recordkeeping and document control.
• Conduct account research, resolve operational issues, and assist with audit, examination, compliance, and data-gathering activities.
• Assist with marketing materials, special projects, and other administrative and operational duties as assigned.

Qualifications

• High School diploma, general education degree (GED), or equivalent required. Bachelor’s degree in business or related field preferred.
• 3 to 5 years of related experience in a financial services company. Prior experience in oil & gas strongly preferred.
• Must have a professional demeanor with excellent interpersonal and communication skills, both verbal and written.
• The ability to work under pressure, meet deadlines and multi-task is essential.
• Strong computer skills; must be proficient with Word, Excel, and Power Point.
• Superior time management, organizational and problem-solving skills with strong attention to detail.

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.

Company's

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 .