Wealth Assistant

The Wealth Assistant is responsible for providing general administrative assistance, handling customer requests, and assisting with special projects within the department. Assists Wealth Management and Trust clients/beneficiaries and is responsible for administrative tasks related to various account types including, but not limited to; monitoring account balances, preparing correspondence, verifying transactions, etc. Collects and prepares data and reports for various needs in the department.

Responsibilities

• Performs general administrative duties for respective office and team including, but not limited to, answering and routing calls appropriately, greeting visitors and ascertaining nature of business, providing information to authorized individuals, managing calendars, scheduling travel, ordering supplies, preparing expense reports, submitting expense reports and invoices to A/P, etc.
• Assists with opening new accounts to include the following:
• Prepares documentation for new client accounts. Completes account set up documents, agreements and transfers paperwork.
• Performs US Patriot Identification Verifications, utilizing Penley Efunds. Tracks missing documents on US Patriot Document Tracking Report.
• Closes accounts, distributes funds and assists with the transfer of assets.
• Performs administrative tasks for trust accounts including but not limited to the following;
• Assist administrator in taking care of customer’s needs and requests.
• Prepare account documentation for Trust Administrative Committee.
• Review and route incoming mail.
• Prepare outgoing correspondence.
• Prepare account transactions - deposits, contributions, payment of invoices, checks and wire transfers. Input data in trust accounting system as needed.
• Monitor daily account balances.
• Review and perform necessary tasks pursuant to tickler system.
• Complete necessary forms for file maintenance, account closings, etc.
• Verify all transactions to client’s accounts to ensure correct posting.
• Assist with annual account reviews.
• Verify cash balances prior to fees being released.
• Coordinate the tracking of Fiduciary/ Personal Income Tax returns to ensure they are completed by the filing deadline.
• Assists clients with online PAL system.
• Assists with documenting customer information in customer relationship management system.
• Assists with preparing marketing and investment review material and presentations (i.e. basic editing, printing, binding, etc).
• Works with manager/officers to coordinate client, prospect, and center of influence events.
• Assists with account research and resolve operational issues.
• Scans/images and indexes account documentation.
• Performs other duties and special projects as assigned.
  
  

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Qualifications

• High School diploma, general education degree (GED), or equivalent required. Bachelor’s degree in Business or related field preferred.
• 3 to 5 years of related experience in a financial services company. Prior experience in wealth management, trust, or private banking strongly preferred. Relevant education may be substituted for experience requirements on a year for year basis.
• Must have a professional demeanor with excellent verbal, written and interpersonal communication skills, the ability to maintain strict confidentiality, and interact with all levels of individuals.
• Strong PC skills, including proficiency with word processing and spreadsheets via Microsoft Office products as well as the ability to learn and use custom applications and systems.
• Superior time management, organizational and problem-solving skills with strong attention to detail.
• The ability to work under pressure, meet deadlines and multi-task.
  
  
  

walth management, trust, private banking, bank, assistant, administrative, service, support

About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about .