Skip to main content Skip to main content

Wealth Management Operations– Lake Jackson

General Description:

This full time position will consist of duties to include administering assigned trust accounts; making daily deposits to the Trust clearing account and sweeping funds to/from money market accounts; preparing checks for disbursements and expenses; maintaining check/deposit register; various reconciliations; receiving and posting of interest, dividends, rents, maturities, etc.; processing securities purchased; generating customer statements; and assisting clients with inquiries as well as other duties assigned by the Trust Officer.

Skills and Characteristics for Applicants:

The qualified individual should have strong customer relations skills, the ability to meet deadlines, accuracy, and good organizational skills. Familiarity with investment terminology and a general understanding of investment processes will be considered a plus. This person must be a team player and be able to establish a good rapport with co-workers and customers. Microsoft Word and Excel applications experience needed.

Educational Requirements:

A high school diploma or equivalent will be required, with additional education in accounting, finance, or related field strongly preferred. Previous wealth management/trust experience is 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.