Bachelor's degree and 5+ years of trust administration experience, or Juris Doctorate (JD) with 3+ years of experience
Demonstrated experience with complex fiduciary accounts
Excellent written and verbal communication skills
Proficiency in Microsoft applications
Preferred: Proficiency in trust accounting systems
Preferred: CTFA, CFP, or similar professional designation
Responsibilities
Review and administer a portfolio of complex fiduciary accounts
Manage client relationships by understanding needs and maintaining regular contact
Profile clients to establish goals, objectives, and risk parameters
Ensure compliance with laws, regulations, and internal policies
Lead and mentor account administrators to foster team collaboration
Act with Integrity, Caring, and Excellence to achieve positive outcomes
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 Employee Assistance Program
Referral bonus program + more!
Full Job Description
Job Description
It's about being there and building trust.
Who you are:
As a Trust Advisor III with Frost, it's all about building relationships. You will be responsible for administering a portfolio of complex 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 complex 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 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
Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree and 5+ years of trust administration experience, OR Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience
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!
About Frost Bank
Frost Bank is a subsidiary of Cullen/Frost Bankers, Inc., a financial holding company, headquartered in San Antonio, Texas. The company provides a wide range of banking, investments, and insurance services to businesses and individuals in Texas. Frost Bank has over 130 branches across Texas and offers online banking services to its customers. The bank was founded in 1868 by Thomas Claiborne Frost and has been serving Texans for over 150 years.
