Senior Trust Officer/Wealth Management Administrator (Austin)

Hilltop Holdings • Austin, TX

2d

About The Position

PlainsCapital Bank is seeking a Senior Trust Officer/Wealth Management Administrator in the Austin market. The role administers complex trust and investment agency accounts in accordance with each account’s governing instrument, bank policies and procedures, and statutory requirements. The position partners with Wealth Management Business Development Officers to support client acquisition and develop new business, while providing a high level of service to existing clients. It also monitors account cash balances, consults with investment officers about portfolio management and investment objectives, develops business through community involvement and referrals, and maintains current knowledge of applicable regulations, statutes, and legal precedents. Related duties may be assigned as required.

The company describes PlainsCapital Bank as a relationship-focused Texas bank with approximately 55 locations statewide. It offers commercial and consumer banking services and emphasizes personalized service and financial strength and stability.

Requirements

• Bachelor’s degree or equivalent experience required.
• At least 7 years of experience in wealth management or trust administration required.
• Excellent verbal, written, and interpersonal communication skills, including the ability to interact with customers, clients, and bank personnel at all levels.
• Strong analytical, time-management, organizational, and problem-solving skills, with the ability to multitask and work in a deadline-driven environment.
• Self-motivated team player with strong attention to detail, accountability, and the ability to work independently.
• Strong computer skills, particularly with Microsoft Office, and the ability to learn and use custom banking systems and applications.
• Ability to maintain high ethical standards and complete confidentiality.

Nice To Haves

• Business or related-field degree strongly preferred.
• Certified Trust and Financial Advisor (CTFA) certification is a plus.

Responsibilities

• Administer complex trust and investment agency accounts according to governing instruments, bank policies and procedures, and statutory requirements.
• Work with Wealth Management Business Development Officers to support new client acquisition and develop opportunities with new and existing clients.
• Provide proactive customer service and communicate regularly with grantors and beneficiaries.
• Monitor daily cash balances and consult with investment officers about account portfolio management, including establishing investment objectives.
• Pursue business opportunities through community involvement and generate referrals from clients and external sources, including attorneys and CPAs.
• Maintain thorough knowledge of regulations, statutes, and legal precedents.
• Assume related duties as required and assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior