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Private Account Administrator III - Personal Trust

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

  • Review and administer a portfolio of complex 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
  • Create, design, and educate on complex estate planning techniques
  • Ensure compliance with all laws, regulations and internal policies
  • Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals
  • Always take action with Integrity, Caring and Excellence to achieve all-win outcomes

Requirements

  • Bachelor's degree in a related field
  • 6+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience
  • Demonstrated experience administrating complex fiduciary accounts
  • Excellent written and verbal communication skills
  • Proficient in Microsoft applications
  • Additional Preferred Skills :
  • Proficiency in trust accounting systems
  • 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!#LI-DW1Health 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 III 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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