Trust Advisor II

frostbank; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Tuition reimbursement

Health and wellness programs

Employee Assistance Program

Referral bonus program

Job summary

Frost seeks a Trust Advisor II to administer fiduciary accounts and manage client relationships with integrity and excellence. You will ensure compliance with governing documents and regulatory requirements while delivering exceptional client service.

The role requires a Bachelor's degree or JD with 3+ years of trust administration experience, strong communication skills, and proficiency in Microsoft Office.

Qualifications

• Bachelor's degree or JD with 3+ years in trust administration.
• Ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Responsibilities

• Review and administer a portfolio of fiduciary accounts per governing documents.
• Manage client relationships and regular contact to understand needs and drive asset re-discovery.
• Profile clients to establish goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations, and internal policies, documenting exceptions.

Skills

Trust administration

Client relationships

Communication skills

Microsoft Office

Education

Bachelor's degree

Juris Doctorate (JD)

Tools

Microsoft Office

Job description

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 willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, being a Trust Advisor 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.

Who you are

As a Trust Advisor II with Frost, it's all about building relationships. You will be responsible for administering a portfolio of trust accounts, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you'll do

• Review and administer a portfolio of fiduciary accounts in accordance with the governing documents
• Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall client experience
• Profile clients and establish goals, objectives, and risk parameters
• Ensure compliance with all laws, regulations and internal policies by tracking operative updates and appropriately documenting exceptions
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need

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

Additional Preferred Skills

• CTFA, CFP, or similar professional designation

Our Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger.