Wealth Management Administrator
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 account's governing instrument and pursuant to the bank's policies, procedures, and statutory requirements. This role 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. The position also requires maintaining current knowledge on applicable regulations, statutes, and legal precedents.
Requirements
- Administration of complex trust and investment agency accounts.
- Knowledge of governing instruments, bank policies, procedures, and statutory requirements.
- Ability to work closely with Business Development officers.
- Skills in identifying and developing new business opportunities.
- Commitment to maintaining high levels of client service.
- Current knowledge of applicable regulations, statutes, and legal precedents.
Responsibilities
- Administer complex trust and investment agency accounts according to governing instruments, bank policies, procedures, and statutory requirements.
- Collaborate with Wealth Management Business Development officers to identify and develop new business opportunities.
- Provide the highest levels of service to existing clients.
- Maintain current knowledge on applicable regulations, statutes, and legal precedents.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
