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Senior Fiduciary Officer

Overview

At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

 

Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.

 

Note: Although the intention is for this role to be located in Dallas, exceptional candidates located in Houston, San Antonio, Austin, or Fort Worth may be considered and are encouraged to apply.

Responsibilities

  • Administer trust accounts, estates, escrows, IRAs and agency accounts within trust client relationships
  • Serve as the day-to-day point of contact for trust relationships
  • Maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the bank’s fiduciary duties
  • Partner with investment advisors to ensure that each trust relationship has an appropriate investment objective and that investments are made in accordance with those investment guidelines
  • Review and interpret appropriate legal documents (trust instruments, wills and codicils) for purposes of providing fiduciary services
  • Cultivate relationships with banking partners and centers of influence to build referral network for new business
  • Participate in community and professional organizations representing the Private Wealth Advisors team
  • Engage with other members of the Private Wealth Advisors team to  identify and develop new business opportunities for the broader Private Wealth Advisors team
  • Determine suitability of discretionary distributions and the exercise of discretionary powers as trustee
  • Manage moderate to complex trust relationships, ensuring that trusts are administered in accordance with the terms of the governing document
  • Follow internal procedures involving discretionary distributions, account maintenance, account opening/closings
  • Complete the annual trust administrative reviews for all assigned trust accounts
  • Complete the Reg. 9 review process for assigned trust and estate accounts
  • Serve on Trust Administrative Committee
  • Supervision of third party property managers for minerals and real estate
  • Review fiduciary tax returns prior to filing with Service

Qualifications

  • Bachelor’s Degree required; MBA, JD or other advanced degree is a plus
  • In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
  • Minimum of 10 years of demonstrated fiduciary administration experience and sales success, preferably with a mid-size or large corporate fiduciary
  • Superior verbal and written communication skills
  • Solid Client Relationship Management experience
  • Effective leadership, problem-solving and analytical skills
  • Ability to work collaboratively in a team-based environment
  • Basic understanding of specialty asset management, including oil and gas, real estate and closely-held entities
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