Senior Wealth Administrator

2 weeks ago

Dallas, United States Hilltop Holdings Full time
Job Description

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more

The Senior Wealth Administrator is 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. Works closely with Wealth Strategists 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.

Responsibilities

  • Manages a set of wealth clients to develop an understanding of their goals, needs and risk tolerance. Possesses a depth of knowledge on fiduciary duties, applicable laws, estate and financial planning.
  • Responsible for leading client discussions within the realm of goals-oriented wealth management. Integrates technical expertise with information gathering and analysis to formulate solution-oriented advice for clients. Effectively communicates complex concepts to clients using easily understandable language.
  • Provides dedicated client service through prompt, tactful, and diplomatic interactions; initiates regular client communication through written and verbal means.
  • Develops and upholds a thorough understanding of Bank's fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships. Adheres to internal policies, processes, and procedures to ensure prudent risk management and judgment. Identifies fiduciary risk concerns and seeks appropriate resolutions.
  • Nurtures relationships with referral sources and external professional advisors to expand the business; identifies and fosters new business prospects. Engages in community and professional organizations representing the Bank, identifying opportunities to showcase the Bank's expertise and leadership.
  • Collaborates effectively with internal team members and external professional advisors to identify client needs and objectives, ultimately devising advice-driven solutions for clients.
  • Offers leadership on fiduciary projects and committees.
  • Provides guidance and mentorship to less experienced colleagues.
  • Travels as necessary to meet with clients, taking into consideration revenue generation, new business prospects, or servicing requirements.
  • Performs other duties as required.
Qualifications
  • Bachelor's degree in Business or other related field required OR a combination of equivalent, relevant work experience along with a high school diploma or GED required.
  • Seven or more years of progressive experience in wealth management or trust administration required.
  • Certified Trust and Financial Advisor (CTFA) certification strongly preferred.
  • Must demonstrate a thorough knowledge of governing documents as well as account agreement and related documentation.
  • 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.


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.

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.

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