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Financial Advisor Assistant

External
frostbank logoFrostbank · Fort Worth, TX
Part-timeOn-site2w ago
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Responsibilities

  • Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication
  • Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases
  • Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience
  • Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Required availability: Monday - Friday, 8:30am - 2:00pm
  • Demonstrated customer service skills
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft computer applications
  • Additional Preferred Skills :
  • Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days

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 insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Equity / stock optionsPerformance bonus

Additional Information

Job Description It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! 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 155-year legacy of providing unparalleled banking services.

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