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Wealth Management Compliance Assistant

Hilltop Holdings INC - Dallas, TX, United States

Posted Apr 3, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Not verified
Verification
Not verified checked Jun 13, 2026
Salary
Not verified
401(k) match
Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)
$81,444 U.S. median for this role
Projected growth (BLS Employment Projections)
+6.9% - Faster than average

Matched to SOC 29-1141 - Healthcare aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Healthcare From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026
Equity
Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Wealth Management Compliance Assistant Dallas, TX, United States Responsible for assisting Administrators and Compliance Officer by providing administrative assistance, handling customer requests, and assisting with special projects within the department. Assist trust clients/beneficiaries. Responsible for administrative tasks related to trust 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 department. 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. Perform US Patriot Identification Verifications, utilizing LexisNexis. Track missing documents on US Patriot Document Tracking Report. Close accounts, distribute funds and assist with the transfer of assets. 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. Prepare trust account transactions- deposits, contributions, payment of invoices, checks and wire transfers. Input data. on trust accounting system as needed. Monitor daily account balances. Review and perform necessary tasks pursuant to tickler system. Complete necessary forms for file maintenance, account closings, etc. Verify all transactions to client's accounts to ensure correct posting. Assist with annual account reviews. Verify cash balances prior to fees being released.

Read the full description at ejlu.fa.us2.oraclecloud.com. FewerJobs shows a preview and links to the original posting.

Apply at ejlu.fa.us2.oraclecloud.com

Apply link verified; last checked Aug 10, 2026.

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