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About the Role
As a Retirement Services Advisor I, it’s all about building relationships. In this role, you are responsible for the overall quality and longevity of our customers’ relationships with the bank. Our trust Retirement Services Advisors are adaptable, inquisitive, and driven to succeed. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
Responsibilities
- Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement
- Proactively schedule and participate in client meetings to ensure their needs are consistently addressed
- Communicate and coordinate with retirement plan sponsors, supporting the preparation of plan investment reviews and assisting with employee education meetings
- Administer assigned Individual Retirement Accounts, meet with clients and investment personnel to establish accounts and define investment objectives, monitor required minimum distributions, and validate 1099-R and 5498 reporting for accuracy
- Act as a point of contact for operational questions and assist with departmental training initiatives
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor's degree, preferably in Finance or Economics; or equivalent experience
- Excellent written and verbal communication skills
- Proficiency in Microsoft applications
Skills
- Knowledge of Frost’s retirement products and services
Education Level
- Bachelor's degree, preferably in Finance or Economics; or equivalent experience
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
- 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.