Trust Advisor II - Build Trusted Fiduciary Partnerships

Frost Bank; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus

Job summary

Frost Bank is seeking a Trust Advisor II in Texas to administer fiduciary accounts and build strong client relationships. You will tailor goals and risk parameters for clients while ensuring compliance and excellent service.

The role emphasizes integrity, care, and excellence in every client interaction, with a focus on delivering trusted banking, investment, and insurance services in a growing Texas footprint.

Qualifications

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

Responsibilities

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

Skills

Attention to detail

Organizational skills

Client relationship skills

Education

Bachelor's degree + 3+ years trust administration

Juris Doctorate (JD)

Tools

Microsoft Office

Job description

Frost Bank is seeking a Trust Advisor II in Texas to administer fiduciary accounts and build strong client relationships. You will tailor goals and risk parameters for clients while ensuring compliance and excellent service.

The role emphasizes integrity, care, and excellence in every client interaction, with a focus on delivering trusted banking, investment, and insurance services in a growing Texas footprint.