Wealth Management Operations Clerk

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 currently looking to hire a Wealth Management Operations Clerk in Lubbock, Texas. The Wealth Management Operations Clerk provides basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided includes accurate and timely data entry and overall operational support to ensure that the departments meet or exceed established client service standards. In addition, assists in all areas of Wealth Management Operations as needed to maintain daily, weekly and monthly processing.

Responsibilities

• Processes daily items from checks received and routes posting tickets to income desk, after ensuring that data input is accurate.
• Processes daily account maintenance and researches items for correction, if needed.
• Processes account set-ups, assigns account numbers, and names and addresses record numbers.
• Processes daily trades, pends daily settlements, and balances fund recons.
• Reviews, balances and if necessary, corrects errors on daily work.
• Cross-trains to assist securities desk, income desk, and expense desk.
• Maintains and updates tickler system.
• Organizes, updates, and maintains archived files.
• Processes income maps.
• Assists with fee processing.
• Assists with account tax cross references and annual tax processing.
• General office duties and other duties as assigned.

Qualifications

• High School Diploma, general education degree (GED), or equivalent education required.
• Knowledge of basic accounting practices required with a strong preference for previous experience in a bank/financial services environment.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems, typing, and ten key by touch.
• Ability to read and input data accurately.
• 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 with strong attention to detail and accountability.
• Excellent verbal, written and interpersonal communication skills.

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.