Administrative Coordinator
2 weeks ago
We are seeking a highly skilled and detail-oriented Administrative Assistant to join our Wealth Management team. As a key member of our team, you will provide exceptional administrative support to our Wealth Management and Trust clients, ensuring seamless day-to-day operations and exceptional client experiences.
Key Responsibilities- Provide administrative support to Wealth Management and Trust clients, including answering calls, responding to emails, and managing calendars.
- Assist with opening new accounts, including preparing documentation, completing account setup documents, and performing US Patriot Identification Verifications.
- Closely monitor account balances, prepare account transactions, and input data into trust accounting systems as needed.
- Prepare and distribute account documentation, including account statements, tax returns, and other financial reports.
- Coordinate client events, meetings, and travel arrangements, ensuring seamless execution and exceptional client experiences.
- Perform other administrative tasks as assigned, including data entry, filing, and scanning documents.
- High School diploma or equivalent required; Bachelor's degree in Business or related field preferred.
- 3-5 years of related experience in a financial services company, with prior experience in wealth management, trust, or private banking strongly preferred.
- Excellent verbal and written communication skills, with the ability to maintain strict confidentiality and interact with all levels of individuals.
- Strong PC skills, including proficiency with Microsoft Office products and the ability to learn custom applications and systems.
- Superior time management, organizational, and problem-solving skills, with a strong attention to detail and ability to work under pressure.
PlainsCapital Bank is a leading financial institution with a strong presence in Texas and a commitment to relationship-based banking. With a statewide network of branches and a team of experienced bankers, we deliver personalized service and a single point of contact to help our clients achieve their financial goals.
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