Administrative Assistant - Wealth Management & Human Resources
This unique full-time position will serve as an administrative assistant with duties in two areas - wealth management and human resources. Wealth Management duties will include, but not be limited to, administrating assigned trust accounts, making daily deposits to the Trust clearing account, sweeping funds to/from money market accounts, preparing checks for disbursements and expenses, maintaining check/deposit register, and various reconciliations. Other responsibilities will include receiving and posting various items, processing securities purchased, generating customer statements, and assisting clients with inquiries or other duties assigned by the Wealth Management Officer(s). Human Resources duties will include, but not be limited to, assisting with various recruiting efforts, onboarding and separation requirements; assisting and/or coordinating various projects related to personnel, reconciling monthly invoices, and other duties as assigned by the Human Resources Officer. The qualified individual should have strong customer relations skills, the ability to meet deadlines, accuracy and good organizational skills. This person must be a team player and be able to establish a good rapport with co-workers and customers. Proficiency in both oral and written communication will be required. Microsoft Word and Excel applications experience needed. A high school diploma or equivalent will be required, with additional education in accounting, finance or related field strongly preferred. Previous wealth management/trust/human resources experiences a plus.
Texas Gulf Bank, N.A., is an Equal Opportunity Employer and gives full consideration to all qualified applicants and does not discriminate on the basis of any protected class or trait including race, religion, color, sex, sexual orientation, gender identity, national origin, disability or veteran status.