Wealth Management Operations Associate

PlainsCapital Bank; Lubbock (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

PlainsCapital Bank is seeking a Wealth Management Operations Clerk in Lubbock, Texas to support Wealth Management Operations and Administration. The role emphasizes accurate data entry, daily processing, and coordination to maintain client service standards.

Responsibilities include processing checks, account setups, settlements, and maintaining records while cross-training with related desks and handling routine office tasks.

Qualifications

• Requires a high school diploma or GED.
• Knowledge of basic accounting principles preferred.
• Strong PC skills: Word, spreadsheets, and data entry.
• Ability to input data accurately and efficiently.
• Analytical, organized, and able to multi-task in a deadline-driven environment.

Responsibilities

• Process daily items from checks and route postings after ensuring data accuracy.
• Handle daily account maintenance and research corrections when needed.
• Set up accounts, assign numbers, and maintain records.
• Process daily trades, settlements, and balance fund recons.
• Maintain tickler system and organized archives.
• Assist other desks as needed and perform general office duties.

Skills

Data entry

Basic accounting

MS Office

Attention to detail

Time management

Communication

Education

HS Diploma or GED

Tools

Microsoft Office

Job description

PlainsCapital Bank is seeking a Wealth Management Operations Clerk in Lubbock, Texas to support Wealth Management Operations and Administration. The role emphasizes accurate data entry, daily processing, and coordination to maintain client service standards.

Responsibilities include processing checks, account setups, settlements, and maintaining records while cross-training with related desks and handling routine office tasks.