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Hilltop Holdings · 6 months ago

Trust Officer - Wealth Administration

5010 University Avenue, Lubbock, TX, 79413, US

Full-time

Onsite

Mid Level

Hilltop Holdings is a financial services company, and they are seeking a Wealth Administrator II to manage trust and investment agency accounts. The role involves working with a team to develop new business opportunities while ensuring compliance with regulations and maintaining high service levels for clients.

BankingFinancial Services

Responsibilities

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

Qualification

Trust account administrationInvestment agency managementBusiness developmentClient serviceTeamwork

Required

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