Trust Advisor II

Frost; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee wellness programs

Referral bonus

Job summary

Frost seeks a Trust Advisor II to administer a portfolio of fiduciary accounts and deliver exceptional client service in a trusted banking environment.

You will build relationships with clients, profile needs, ensure regulatory compliance, and act with integrity, caring and excellence to achieve positive outcomes.

Qualifications

• Bachelor's degree and 3+ years of trust administration experience, or a JD from an accredited law school.
• Proven ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Review and administer fiduciary accounts per governing documents.
• Manage client relationships with regular contact and proactive asset re-discovery.
• Profile clients and set goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations and internal policies.
• Act with integrity, caring, and excellence to achieve outcomes.

Skills

Trust administration

Relationship building

Communication skills

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 attending 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 reimbursementExtensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!