Wealth Management Administrator

PrimeLending • Lubbock, TX

6d • Onsite

About The Position

PlainsCapital Bank is hiring for a Wealth Administrator/Trust Officer to be responsible for the administration of complex trust and investment agency accounts according to each accounts governing instrument and pursuant to the banks policies, procedures, and statutory requirements. Works closely with Wealth Management Business Development officers to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.

Requirements

• Bachelor's degree or equivalent experience required.
• 2+ years’ experience in wealth management or trust administration required.
• Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
• 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 team player with strong attention to detail, high level of accountability, and the ability to work independently.
• Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
• Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
• Must be eligible to work in the U.S. without sponsorship now or in the future.

Nice To Haves

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

Responsibilities

• Responsible for the administration of complex trust and investment agency accounts according to the governing instrument and pursuant to the bank’s policies, procedures and statutory requirements.
• Works closely with Wealth Management Business Development Officers to support new client acquisition as well as to prospect and develop new business opportunities with both new and existing clients.
• Provides a high level of customer service to our clients by being proactive and communicating with grantors and beneficiaries on a regular basis.
• Monitors daily cash balances and consults with investments officer(s) regarding the management of account portfolios; including the establishment of investment objectives.
• Pursues business opportunities through community involvement and generates referrals from existing clients and external sources such as attorneys and CPA’s.
• Maintains a thorough knowledge of regulations, statutes, and legal precedents.
• Assumes responsibility for related duties as required and assigned.

What This Job Offers

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