Trust Advisor II

Frost Bank; Post Oak (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program + more!

Job summary

Frost Bank in Texas is seeking a Trust Advisor II to administer a fiduciary account portfolio with integrity and attention to detail. You will build trusted client relationships, understand needs, and guide goal setting within risk parameters while ensuring regulatory compliance.

The role requires a strong background in trust administration, excellent communication skills, and proficiency with Microsoft Office.

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.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with governing documents.
• Manage client relationships by understanding needs, maintain regular contact, and drive asset re-discovery while delivering an excellent overall 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.
• Act with integrity, caring, and excellence to achieve all-win outcomes.

Skills

Communication skills

Microsoft Office

Client relationships

Education

Bachelor's degree in trust administration

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.

Our Most Important Relationship Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry.

To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to Forbes magazine's list of the Best Employers.

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.

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