Administrative Assistant, Wealth Management

Frisco, Texas | $55,000–$70,000/year | Full-time

Help people and businesses manage the financial assets that matter to them. This role supports the administration of wealth management accounts, ensuring transactions are handled accurately, client needs are addressed promptly, and financial relationships are managed with care and confidentiality.

About the Organization

Join an independent, Texas-owned community bank with a history dating back to 1958. Its work goes beyond traditional banking, combining personalized customer service with modern financial solutions to improve the financial well-being of individuals, local businesses, and communities.

The bank values integrity, excellence, mutual respect, and professionalism. It also invests in employee development, offering opportunities to build new skills and pursue different paths for career advancement. Its commitment to education, community outreach, and economic development gives employees an opportunity to contribute to something larger than day-to-day banking operations.

What You'll Do

• Support the administration and maintenance of client wealth management and trust accounts.

• Process account transactions, including distributions, bill payments, fund transfers, and account openings, closures, and updates.

• Prepare correspondence, reports, accounting entries, receipts, and other financial documents.

• Monitor account activity, review transactions, make adjustments when necessary, and escalate matters to administrators.

• Maintain confidential client records, tax control worksheets, account alerts, and audit documentation.

• Coordinate tax return preparation and ensure timely reporting of tax information to clients.

• Respond to client inquiries, handle telephone calls, and work directly with customers when needed.

• Provide administrative, clerical, and research support to wealth management administrators.

What You'll Need

One of the following:

• At least two years of college with an emphasis in banking or a secretarial curriculum, plus three years of secretarial or administrative experience involving direct customer contact.

• High school diploma or equivalent, plus five years of secretarial or administrative experience in a banking environment involving direct customer contact.

You should also bring:

• Experience handling confidential and potentially complex administrative and clerical responsibilities.

• Strong follow-up and organizational skills.

• Professional telephone communication and customer service skills.

• The ability to work independently with minimal supervision after training.

Location Requirement

This is an onsite, full-time opportunity in Frisco, Texas. Candidates must live in Frisco or within a 10-mile radius.