Trust Officer

6 days ago

Lubbock, United States Hilltop Holdings Full time
Job Description

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

The Wealth Administrator II is responsible for the administration of trust and investment agency accounts according to each account's governing instrument and pursuant to the Bank's policies, procedures, and statutory requirements. Works within a team of administrators and 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. Uses knowledge on fiduciary duties, applicable laws, estate and financial planning to meet both client and bank goals.
  • 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 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.
  • Travels as necessary to meet with clients, taking into consideration revenue generation, new business prospects, or servicing requirements.
  • Actively participates in and completes all assigned training and development sessions/initiatives. Actively seeks out opportunities to expand knowledge through industry-related certifications, coursework, etc.
  • 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.
  • At least 4 years of experience in wealth management or trust administration required.
  • Certified Trust and Financial Advisor (CTFA) certification 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 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.

  • Trust Officer

    3 weeks ago

    Lubbock, Texas, United States Hilltop Holdings Full time

    Job Title: Trust OfficerAt Hilltop Holdings, we are seeking a highly skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for the administration of trust and investment agency accounts, working within a team of administrators and strategists to identify and develop new business opportunities while maintaining the highest levels...

  • Front Office Supervisor

    3 weeks ago

    Lubbock, Texas, United States Meineke Full time

    About the RoleWe are seeking a highly skilled Front Office Manager to oversee the daily operations of our front office, providing exceptional customer service and ensuring smooth communication between customers and our automotive technicians.ResponsibilitiesManage front office operations and ensure all administrative duties are completed accurately and...

  • Front Office Manager

    3 weeks ago

    Lubbock, Texas, United States West Texas Meineke Full time

    Job SummaryWe are seeking a highly skilled Front Office Manager to oversee the daily operations of our front office, providing exceptional customer service and ensuring smooth communication between customers and our automotive technicians.Key ResponsibilitiesManage front office operations, ensuring all administrative duties are completed accurately and...

  • Security Officer

    2 weeks ago

    Lubbock, United States Securitas Inc. Full time

    Security OfficerMust be 21yrs to drive patrol vehicle, valid drivers license, good driving record a must.Additional job duties are but not limited to: Foot patrol, monitoring gate access, writing reports on computer. Logging trailers in and out.We help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable...

  • Human Resources and Business Office Coordinator

    2 weeks ago

    Lubbock, Texas, United States Heritage Oak Nursing & Rehab Full time

    Job DescriptionHeritage Oaks N&R is seeking a self-motivated Human Resource Coordinator with Business Office Manager experience to join our team. This combined position requires a strong understanding of human resources and business office management principles.Key Responsibilities:Direct overall HR activities in accordance with federal, state, and local...

  • Credit Officer

    3 months ago

    Lubbock, United States Capital Farm Credit Full time

    Description/Job Summary LOCATION: + This position may be located in the Amarillo, Lubbock, or Round Rock. EDUCATION REQUIREMENT: + Bachelor's degree in Finance, Business Administration or a related field, or equivalent experience JOB REQUIREMENTS: + Six (6) to seven (7) years of experience in the administration and analysis of complex credits on commercial...

  • Front Office- Insurance Coordinator

    6 days ago

    Lubbock, United States Community Dental Partners Full time

    Insurance Coordinator Reports to: Practice Manager Key Partnership: Clinical, Billing, and Operations Department: Operations Salary: $12-15/hr (based on experience) Classification: Non-Exempt Status: Full Time About this role: Community Dental Partners is looking for someone who loves being around people. The Insurance Processor is someone that has the...

  • Front Office- Insurance Coordinator

    5 days ago

    Lubbock, United States Community Dental Partners Full time

    Insurance Coordinator Reports to: Practice Manager Key Partnership: Clinical, Billing, and Operations Department: Operations Salary: $12-15/hr (based on experience) Classification: Non-Exempt Status: Full Time About this role: Community Dental Partners is looking for someone who loves being around people. The Insurance Processor is someone that has the...

  • Human Resources Coordinator

    1 month ago

    Lubbock, Texas, United States SLP Operations, LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Human Resources Coordinator to join our team at SLP Operations, LLC. As a key member of our HR department, you will be responsible for directing the overall HR activities in accordance with current federal, state, and local standards, guidelines, and regulations.Key ResponsibilitiesManage and oversee...

  • Senior Project Manager

    4 weeks ago

    Lubbock, Texas, United States McGough Construction Full time

    Senior Project ManagerMcGough Construction is seeking a highly skilled Senior Project Manager to lead our high-profile, complex construction projects. As a respected partner, we bring six generations of experience to the table, and we take great pride in our people and their expertise in planning, development, construction, and facility management.Key...

  • Receptionist

    1 month ago

    Lubbock, Texas, United States Carpet Tech Full time

    About Carpet TechCarpet Tech is a dynamic and dedicated team of professionals bound by shared values, integrity, and a relentless pursuit of excellence. For nearly three decades, we've woven ourselves into the fabric of our communities, earning trust through sincerity and reliability. Our extensive social media presence and robust local business connections...

  • Gastroenterology Physician Opportunity

    3 weeks ago

    Lubbock, Texas, United States AMN Healthcare, Inc. Full time

    Job Opportunity: Gastroenterology PhysicianWe are seeking a skilled Gastroenterology Physician to join our team on a locum tenens basis. The ideal candidate will have a strong background in gastroenterology and be able to provide high-quality patient care.Job Details:Location: Lubbock, TXJob Type: Locum TenensDuration: ASAP - January 14Shift: Monday -...

  • Caregiver

    4 weeks ago

    Lubbock, United States HCAOA Full time

    $1000 SIGN ON BONUS!!! COME BY THE OFFICE TODAY FOR AN ON THE SPOT INTERVIEW OR CLICK ON THE QUICK APPLY LINK BELOW! Make money doing work that matters. Become a caregiver with Comfort Keepers! Become a caregiver with Comfort Keepers and join a compassionate team of people like you who are dedicated to providing companionship, personal care, and health care...

  • Gastroenterology Physician

    3 months ago

    Lubbock, United States AMN Healthcare Full time

    Job Details This facility is seeking a Gastroenterology Physician for locum tenens support as they look to fill a current need. Details & requirements for this opportunity: &bull Schedule: November 2024 - at least 6 months, part time or full time, office hours are weekdays 8am - 5pm &bull Job Setting: outpatient clinic &bull Types of Cases: general...

  • Gastroenterology Physician

    4 weeks ago

    Lubbock, United States AMN Healthcare Full time

    Job Details This facility is seeking a Gastroenterology Physician for locum tenens support as they look to fill a current need. Details & requirements for this opportunity: &bull Schedule: January 1-14 office hours are M-F 7A-3P, Then round at hospital afterwards Census will support a locum tenens &bull Job Setting: outpatient clinic / inpatient...

  • Financial Operations Specialist

    3 weeks ago

    Lubbock, Texas, United States Texas Tech Federal Credit Union Full time

    Job Title: Processing SpecialistJoin our team as a Processing Specialist at Texas Tech Federal Credit Union, where you will play a vital role in providing exceptional customer service to our members and staff.Job Summary:The Processing Specialist is responsible for processing all back-office actions with accuracy, timeliness, and efficiency. This role...

  • Project Manager

    2 weeks ago

    Lubbock, Texas, United States McGough Construction Full time

    At McGough Construction, we're seeking a skilled Project Manager to lead our construction projects to success. As a key member of our team, you'll be responsible for overseeing all aspects of project management, including financial management, client satisfaction, and team mentoring.Key Responsibilities:Manage project financials, including fee retention and...

  • Tax Manager

    1 month ago

    Lubbock, Texas, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will play a key part in overseeing the tax planning and compliance activities for our diverse client base, ranging from individuals and small businesses to multi-generational family enterprises and publicly traded companies.ResponsibilitiesPrepares...

  • Receptionist

    2 months ago

    Lubbock, United States Carpet Tech Full time

    Job DetailsJob Location Lubbock - Lubbock, TX Position Type Full Time Education Level High School Job Category Admin - Clerical DescriptionReceptionistAbout Us: Carpet Tech isn't your typical company, we're a team of dedicated professionals bound by shared values, integrity, and a relentless pursuit of excellence. For nearly three decades, we've woven...

  • Experienced Tax Professional

    2 months ago

    Lubbock, Texas, United States Jackson Hewitt - 2316 Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Preparer to join our team at Jackson Hewitt - 2316. As a Seasonal Tax Specialist, you will play a critical role in providing expert guidance and support to our clients during tax season.Key ResponsibilitiesConduct face-to-face tax interviews with clients to understand their tax needs and...