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About the Role

The Senior Trust Officer/Wealth Management Administrator will manage complex trust and investment agency accounts, adhering to governing instruments, bank policies, and statutory requirements. This role involves collaborating with Business Development officers to identify and cultivate new business opportunities while ensuring exceptional service for existing clients and staying current with relevant regulations 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 support new client acquisition and develop new business opportunities with existing and new clients.
Provide high-level customer service by proactively communicating with grantors and beneficiaries.
Monitor daily cash balances and consult with investment officers on account portfolio management, including establishing investment objectives.
Pursue business opportunities through community involvement and generate referrals from existing clients and external sources like attorneys and CPAs.
Maintain thorough knowledge of regulations, statutes, and legal precedents.
Assume responsibility for related duties as required and assigned.

Requirements

Bachelor's degree or equivalent experience required.
Degree in Business or related field strongly preferred.
7+ years of experience in wealth management or trust administration required.
Certified Trust and Financial Advisor (CTFA) certification is a plus.
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 multitask and work in a deadline-driven environment.
Must be a 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 suite.
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.

Skills

Wealth management
Trust administration
Customer service
Communication skills
Analytical skills
Time management
Organizational skills
Problem-solving skills
Microsoft Office suite
Ethical standards
Confidentiality

Location

Austin

Work Type

Full-time

Experience Level

Senior
7+ years

Education Level

Bachelor's degree

About the Company

PlainsCapital Bank was founded in 1988 with a vision of relationship banking.
The bank has grown to approximately 55 locations across Texas, ranking sixth among the largest banks headquartered in Texas by deposits.
PlainsCapital Bank maintains a relationship-based culture, financial strength, and stability.
The bank offers a full suite of commercial banking products and services, as well as convenient personal banking services.
PlainsCapital Bank is known for its personalized service and single point of contact approach to help customers achieve financial goals.