Job DescriptionIt's about being there and building trust. Do you consider yourself to be a self-starter? Are you known for your attention to detail and exceptional organizational skills? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, being a Trust Advisor II with Frost could be for you.
Who you are: 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.
What you'll do:- 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
What you'll need: - 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
Additional Preferred Skills:
- CTFA, CFP, or similar professional designation
Our Benefits:At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- 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!
