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Private Account Administrator II - Trust

External
frostbank logoFrostbank · San Antonio, TX
Full-timeOn-site2w ago
Compliance
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Responsibilities

  • Review and administer a portfolio of trust accounts in accordance with the governing documents
  • Manage customer relationships by fully understanding their needs and delivering an excellent experience
  • Profile clients and establish goals, objectives, and risk parameters
  • Ensure compliance with all laws, regulations and internal policies
  • Always take action with Integrity, Caring and Excellence to achieve all-win outcomes

Requirements

  • Bachelor's degree in a related field
  • 3+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school
  • Demonstrated ability to administer complex fiduciary accounts
  • Excellent written and verbal communication skills
  • Proficient in Microsoft applications
  • Additional Preferred Skills :
  • CTFA, CFP, or similar professional designation

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)Performance bonus

Additional Information

Job Description It'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 ready to facilitate all the moving pieces to help deliver a seamless experience? 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 Private Account Administrator II with Frost could be 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 over 150-year legacy of providing unparalleled banking services.

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