Senior Trust Officer/Wealth Management Administrator (Austin)

PrimeLending • Austin, TX

1d

About The Position

PlainsCapital Bank is seeking a Senior Trust Officer/Wealth Management Administrator in the Austin market. The position administers complex trust and investment agency accounts in accordance with each account's governing instrument, the bank's policies and procedures, and statutory requirements. The role works closely with Wealth Management Business Development officers to support client acquisition and develop business opportunities, while maintaining a high level of service for existing clients. It also requires maintaining current knowledge of applicable regulations, statutes, and legal precedents.

Requirements

• Bachelor's degree or equivalent experience.
• At least 7 years of experience in wealth management or trust administration.
• Excellent verbal, written, and interpersonal communication skills, with the ability to interact with customers, clients, and Bank personnel at all levels.
• Strong analytical, time management, organizational, and problem-solving skills; ability to multitask and work in a deadline-driven environment.
• Self-motivated team player with strong attention to detail, a high level of accountability, and the ability to work independently.
• Strong computer skills, specifically 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

• Degree in Business or a related field.
• Certified Trust and Financial Advisor (CTFA) certification.

Responsibilities

• Administer complex trust and investment agency accounts according to their governing instruments, bank policies and procedures, and statutory requirements.
• Work with Wealth Management Business Development Officers to support new client acquisition and develop business opportunities with new and existing clients.
• Provide proactive, high-level 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 existing clients and external sources, such as attorneys and CPAs.
• Maintain thorough knowledge of applicable regulations, statutes, and legal precedents.
• Perform related duties as required and assigned.

What This Job Offers

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