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About the Role
As a Trust Advisor II with Frost, it’s all about building relationships. You will be responsible for administering a portfolio of trust accounts, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
Responsibilities
- Review and administer a portfolio of fiduciary accounts in accordance with the governing documents
- Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall client experience
- Profile clients and establish goals, objectives, and risk parameters
- Ensure compliance with all laws, regulations and internal policies by tracking operative updates and appropriately documenting exceptions
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor's degree and 3+ years of trust administration experience, OR Juris Doctorate (JD) from an accredited law school
- Demonstrated ability to administer complex fiduciary accounts
- Excellent written and verbal communication skills
- Proficiency in Microsoft applications
Skills
- CTFA, CFP, or similar professional designation
Experience Level
- 3+ years of trust administration experience
Education Level
- Bachelor's degree
- Juris Doctorate (JD)
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
About the Company
- At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work.
- At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be.
- In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
- Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
- At Frost, it’s about being part of something bigger.