Trust Advisor II

Frost; Houston (TX); Sur place; USD 75 000 - 105 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401(k) matching

PTO and holidays

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Résumé du poste

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.

Qualifications

• 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

Responsabilités

• 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.

Connaissances

Trust administration

Client communication

MS Office

Formation

Bachelor's degree

Juris Doctorate (JD)

Outils

Microsoft Office

Description du poste

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:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• 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.