Trust Advisor II

Frost Bank; Fort Worth (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long‑term disability insurance

Life insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Health and wellness programs

Employee Assistance Program

Referral bonus program

Job summary

Frost Bank is seeking a Trust Advisor II who can review and administer fiduciary accounts, build strong client relationships, and provide next‑level service. The role requires initiative, excellent organization, and a commitment to integrity and regulatory compliance.

Responsibilities include profiling clients, setting goals and risk parameters, maintaining regular contact, and documenting exceptions. A Bachelor’s degree with 3+ years of trust administration (or a JD) is required; CTFA/CFP is a

Qualifications

• Bachelor’s degree and 3+ years of trust administration experience.
• Ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.
• CTFA, CFP or similar designation preferred.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with governing documents.
• Manage client relationships by fully understanding their needs, maintaining regular client contact, 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.
• Act with Integrity, Caring, and Excellence to achieve all‑win outcomes.

Skills

Trust administration

Client relationship management

Regulatory compliance

Written and verbal communication

Microsoft Office proficiency

CTFA or CFP designation (preferred)

Education

Bachelor’s degree or JD

Job description

It’s about being there and building trust. If you are a self‑starter with exceptional organizational skills and a willingness to step outside your comfort zone to provide next‑level products and services, a Trust Advisor II with Frost may be for you.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with 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.
• Act with Integrity, Caring, and Excellence to achieve all‑win outcomes.

Qualifications

• Bachelor’s degree and 3+ years of trust administration experience, or JD from an accredited law school.
• Demonstrated ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.
• (Preferred) CTFA, CFP, or similar professional designation.

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 Employee Assistance Program.
• Referral bonus program.

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.