Hiring: Wealth Management Senior Trust Officer Company: Lone Star National Bank Location: McAllen, TX Job Posted Time: 2026-09-15 12:20:01 Target Skills & Keywords : Regulatory Compliance, Wealth Management About the job Required Skills: •The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. Qualifications: •Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues •Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs •Advises Relationship Managers (RMs) and other partners on internal fiduciary issues •Administers complex fiduciary accounts and assigned agency accounts •Analyzes and interprets legal instruments to determine duties and responsibilities of bank •Identifies and resolves potential trust and estate tax- related issues •Applies sound fiduciary judgment to trust matters •Client Management •Works with Wealth Relationship Managers to retain and expand existing client relationships •Reviews client estate planning and trust documents and advises and works collaboratively with RMs, attorneys, etc. on recommended changes Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!