Trust Advisor II - Fiduciary Champion for Clients

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

Benefits offered by this job

Medical benefits

401(k) matching

Paid time off

Tuition reimbursement

Employee assistance program

Job summary

Frost seeks a Trust Advisor II to grow and protect client relationships in our Texas treasury division. You’ll administer fiduciary accounts, assess client goals, and ensure regulatory and internal policy compliance with integrity and care.

Success comes from precise communication, attention to detail, and a collaborative mindset as you support cross-functional teams and help clients realize their financial outcomes. This role rewards initiative and professional growth.

Qualifications

• Bachelor's degree or JD required/3+ years trust administration experience.
• Demonstrated ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with governing documents.
• Manage client relationships with regular contact and proactive asset re-discovery.
• Profile clients and establish goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations and internal policies; document exceptions.
• Act with integrity, caring, and excellence to achieve outcomes.

Skills

Trust administration

Client relations

Regulatory compliance

Education

Bachelor's degree or JD

Tools

Microsoft Office

Job description

Frost seeks a Trust Advisor II to grow and protect client relationships in our Texas treasury division. You’ll administer fiduciary accounts, assess client goals, and ensure regulatory and internal policy compliance with integrity and care.

Success comes from precise communication, attention to detail, and a collaborative mindset as you support cross-functional teams and help clients realize their financial outcomes. This role rewards initiative and professional growth.