Client-Centric Wealth Ops Specialist I

frostbank; Austin (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision, life ins.

401(k) matching

Generous holidays and PTO

Job summary

Frost is hiring a Wealth Advisors Operations Specialist I in Austin, TX. The role focuses on trust account activities, client service, and collaboration with teams to meet client needs.

You will create daily activity reports and ensure regulatory compliance. Ideal candidates have strong communication skills, MS Office proficiency, and a relevant bachelor's degree, with a preference for experience in trust or retirement services.

Qualifications

• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.

Responsibilities

• Open and maintain trust accounts by fulfilling routine requests (contributions/distributions/transfers).
• Assist clients with standardized information requests with excellent service.
• Collaborate across the organization to coordinate account-related activities.
• Create and execute daily account activity reports from multiple systems.
• Perform account reviews to ensure compliance with regulatory and policy guidelines.

Skills

Excellent communication

MS Office proficiency

Education

Bachelor's degree in Accounting/Finance/Marketing or related field

Tools

Microsoft Office

Job description

Frost is hiring a Wealth Advisors Operations Specialist I in Austin, TX. The role focuses on trust account activities, client service, and collaboration with teams to meet client needs.

You will create daily activity reports and ensure regulatory compliance. Ideal candidates have strong communication skills, MS Office proficiency, and a relevant bachelor's degree, with a preference for experience in trust or retirement services.