PlainsCapital Bank is currently looking to hire a Wealth Management Assistant in Lubbock, Texas. The Wealth Management Assistant is responsible for assisting Wealth Management administrators by providing administrative assistance, handling customer requests, assisting clients/beneficiaries, and assisting with special projects within the department. Responsible for general administrative support duties as well as specific tasks related to client accounts including, but not limited to monitoring account balances, preparing correspondence, verifying transactions, etc. Collects and prepares data and reports for various needs in the Wealth Management Oil and Gas department.
Responsibilities- Answer and route telephone calls, greet visitors, provide information to authorized individuals, and direct inquiries appropriately.
- Assist with new account setup by preparing documentation, agreements, transfer paperwork, and verifying title information in the mineral management system.
- Support trust administration by assisting clients, maintaining accounts, completing account maintenance and closing documentation, and participating in annual account reviews.
- Prepare committee documentation, agendas, reports, presentations, meeting materials, and record meeting minutes for Trust Administrative Committee and Director’s Trust Committee meetings.
- Process trust account transactions, including deposits, contributions, invoice payments, checks, and wire transfers, while maintaining accurate records in trust accounting systems.
- Review and distribute incoming mail, prepare outgoing correspondence, and maintain departmental spreadsheets and reports.
- Image, index, file, and track Oil & Gas and trust-related documents to ensure accurate recordkeeping and document control.
- Conduct account research, resolve operational issues, and assist with audit, examination, compliance, and data-gathering activities.
- Assist with marketing materials, special projects, and other administrative and operational duties as assigned.
- 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 oil & gas strongly preferred.
- Must have a professional demeanor with excellent interpersonal and communication skills, both verbal and written.
- The ability to work under pressure, meet deadlines and multi-task is essential.
- Strong computer skills; must be proficient with Word, Excel, and Power Point.
- Superior time management, organizational and problem-solving skills with strong attention to detail.
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. Company's
About UsPlainsCapital 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 55 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.
Skills Required
- High school diploma, GED, or equivalent
- 3 to 5 years of related experience in a financial services company
- Professional demeanor with excellent verbal and written communication skills
- Ability to work under pressure, meet deadlines, and multitask
- Proficiency with Microsoft Word, Excel, and PowerPoint
- Strong time management, organizational, problem-solving, and attention-to-detail skills
- Bachelor's degree in business or a related field
- Prior oil and gas experience
What We Do
Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.
