Client-Focused Trust Advisor II

Frost; Houston (TX); In loco; USD 75.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision insurance

401(k) matching

PTO and holidays

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Descrizione del lavoro

Frost is seeking a Trust Advisor II to manage a portfolio of fiduciary accounts and build strong relationships with clients. The role emphasizes integrity, caring, and excellence in delivering trust services.

Responsibilities include administering accounts, understanding client needs, and ensuring regulatory compliance while providing an excellent client experience. A Bachelor’s degree and trust experience (or a JD) are required.

Competenze

• Bachelor’s degree and 3+ years of trust administration experience, OR JD from an accredited school.
• Demonstrated ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications

Mansioni

• Review and administer a portfolio of fiduciary accounts in accordance with governing documents.
• Manage client relationships by understanding needs, maintaining regular client contact, and proactively driving asset re-discovery while delivering an excellent client experience.
• Profile clients and establish goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations and internal policies by tracking updates and documenting exceptions.

Conoscenze

Trust administration

Client communication

MS Office

Formazione

Bachelor's degree

Juris Doctorate (JD)

Strumenti

Microsoft Office

Descrizione del lavoro

Frost is seeking a Trust Advisor II to manage a portfolio of fiduciary accounts and build strong relationships with clients. The role emphasizes integrity, caring, and excellence in delivering trust services.

Responsibilities include administering accounts, understanding client needs, and ensuring regulatory compliance while providing an excellent client experience. A Bachelor’s degree and trust experience (or a JD) are required.