Wealth Management Compliance Assistant

Job description

Responsible for assisting Administrators and Compliance Officer by providing administrative assistance, handling customer requests, and assisting with special projects within the department. Assist trust clients/beneficiaries. Responsible for administrative tasks related to trust 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 department. 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. 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...