Wealth Management & Trust Officer I

Southside Bank • Fort Worth, TX

11h • Onsite

About The Position

This person serves as a junior level officer for Wealth Management & Trust clients. The role involves managing a book of business with support from senior officers, handling all facets of client service and account administration, preparing reports, communicating with clients and external partners, processing transactions, and completing administrative and investment reviews. The officer will utilize internal technology, adhere to bank policies and procedures, maintain confidentiality, and foster a positive customer and employee atmosphere consistent with the bank's mission and values.

Requirements

• Strong interpersonal, written and verbal skills
• Ability to work in a high energy, fast-paced team environment.
• Motivated, strong work ethic, and open to new ideas.
• Be a self-starter with problem solving skills.
• Ability to accept constructive feedback and remain professional.
• Be a career-oriented individual.
• Exceptional organizational, analytical and critical thinking capabilities
• Strong project management skills
• Strong Microsoft Office skills
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to define problems: collect data, establish facts and draw valid conclusions.
• Prioritize, organize and handle multiple projects simultaneously.
• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Nice To Haves

• Bachelor’s degree, preferably in (B.A.) in business, finance or related area preferred.
• Prior experience in wealth management and trust industry preferred.

Responsibilities

• Manages a book of business, with support from senior level officers, to include all account types, including but not limited to investment management accounts, IRAs, custody accounts, trusts, and estates.
• Handles all facets of client service and client account administration.
• Prepares reports for client meetings.
• Communicates directly with clients, attorneys, accountants, and others as needed.
• Resolves client and other problems by coordinating activities and deadlines, preparing reports, and identifying solutions.
• Processes account transactions as needed.
• Completes account administrative and investment reviews assigned.
• Processes correspondence, files, and performs other specific duties as needed.
• Functions effectively as a team player with all facets of the organization and outside partners.
• Utilizes internal technology (software applications) to maximum advantage in the performance of duties.
• Ensures all Southside policies and procedures are followed in the performance of duties.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.
• Performs routine duties with minimal supervision using standard practices or procedures.
• Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Benefits

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees