Oil & Gas Assistant

at Hilltop Holdings
Location Fort Worth, Texas
Date Posted September 19, 2022
Category Mining / Oil / Gas
Job Type Permanent


This position is eligible for a $1,000 sign on bonus! Hours: 8am to 5pm Location name: Fort Worth - Camp Bowie Benefit highlights: 15+ days of PTO, 11 Paid Holidays, 401k Matching, Health Benefits, and more! Read more here! Responsible for assisting Wealth Management Oil & Gas Property Managers by providing administrative assistance, handling customer requests, assisting clients/beneficiaries, and assisting with special projects within the department. Responsible for general administrative support duties as well as specific tasks related to client 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 Oil and Gas department. wealth management, trust, private banking, bank, assistant, administrative, service, support Essential Functions Answer telephone and route calls to appropriate party; provide information to authorized individuals. Greet visitors, ascertain nature of business, assist when appropriate, or escort visitors to appropriate person. Assist with opening new accounts to include the following: Prepare documentation for new client accounts. Complete account set up documents, agreements and transfer paperwork. Verification and Input of correct title in mineral management system. Perform administrative tasks for trust accounts including but not limited to the following: Assist administrator in taking care of customer's needs and requests. Prepare documentation for Trust Administrative Committee. Review and route incoming mail. Prepare outgoing correspondence. Updating of departmental spreadsheets. Record minutes of departmental meetings. Prepare trust account transactions- deposits, contributions, payment of invoices, checks and wire transfers. Input data on trust accounting system as needed. Complete necessary forms for file maintenance, account closings, etc. Assist with annual account reviews. Imaging of Oil & Gas documents on to system with proper indexing. Assist with proper filing of oil & gas documents. Assist with preparation and gathering of data for the agenda that will be presented at Trust Administrative Committee meetings and prepare the minutes for the meetings. Assist with the preparation of data for quarterly Director's Trust Committee meetings. Help with the collection and preparation of data for Audits and Exams. Assist with preparing marketing material, including presentations. Assist with account research and resolve operational issues. Print reports for committees as requested. Assist with tracking pending documents on Document Tracking Report. Perform other duties and special projects as assigned. alth management, trust, private banking, bank, assistant, administrative, service, support Job Requirements High School diploma, general education degree (GED), or equivalent required. Bachelor's degree in Business or related field preferred. 3 to 5 years of related experience in a financial services company. Prior experience in oil & gas strongly preferred. Must have a professional demeanor with excellent interpersonal and communication skills, both verbal and written. The ability to work under pressure, meet deadlines and multi-task is essential. Strong computer skills; must be proficient with Word, Excel, and Power Point. Superior time management, organizational and problem-solving skills with strong attention to detail. Sign-on bonus to be paid on the first available paycheck after 90 days of employment less applicable taxes. 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. wealth management, trust, private banking, bank, assistant, administrative, service, support About the Company For more than 30 years, PlainsCapital Bank has served our fellow Texans, providing them with the momentum they need to reach their financial goals. Over the years, we've built a legacy of outstanding service, expertise and integrity. As a part of the Hilltop Holdings (NYSE: HTH) family of companies-which also includes PrimeLending andHilltopSecurities-we're backed by the strength and stability of $16.9 billion in assets as of Sept. 30, 2020. From our humble beginnings with a single branch in West Texas, we've grown to become to the fifth-largest Texas-based bank by deposits. Headquartered in Dallas, we employ more than 1,100 people in 59 locations spanning major markets throughout the state. As a midsize Texas-based bank, we're big enough to offer a full-suite of commercial and consumer products and services, but small enough to maintain an intimate knowledge of our customers' financial needs. Our size also keeps us agile, enabling us to make timely, considered decisions when needed. Our bankers are experienced in all types of banking and lending-from commercial and industrial to real estate and small business. We pride ourselves on being a dedicated partner and a single point of contact for our customers, helping them navigate all of their financial needs. The Private Bank is the apex of our lines of service. As a fiduciary leader, our experienced and trusted wealth professionals deliver tailored solutions in portfolio construction and investment management, wealth transfer and financial planning, and trust and estate administration services based on the specific goals and objectives of the client. By leveraging the financial acumen of a network of professionals, we deliver prudent and customized family office solutions to Texas' most sophisticated clients, including foundations, endowments, and high-net-worth individuals and families. When you join PlainsCapital, you're part of a family that spans across Texas. And we do everything we can to make you feel at home.

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